Alternative Investments Product Specialist - Midwest

| USA | Remote
Employer Provided Salary: 125,000-175,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience. CAIS provides advisors with a broad selection of alternative investment strategies, including private equity, private credit, real estate, infrastructure, hedge funds, and structured notes. CAIS supports over 34,000 advisors who oversee more than $4.5 trillion in network assets.

We are seeking an experienced sales professional to join the Alternative Investments team, covering our Midwest region. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical investment products. Working alongside their designated team, this person will be responsible for generating new business within RIAs, RIA aggregators, Independent Wealth Managers, and Family Offices as well as supporting product and distribution teams with fund manager coverage and client engagement. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit. Please note that applicants must be based in either Michigan, Ohio and Greater Chicago Area.

Responsibilities

  • Initiate and execute new client relationships within RIAs, RIA aggregators, Independent Wealth Managers, and Family Offices in an assigned region
  • Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information
  • Prepare presentations and materials for client meetings
  • Coordinate and execute tailored product launch strategies
  • Coordinate manager due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients
  • Assist in the planning and execution of roadshows and conferences
  • Assist in the creation of product marketing collateral
  • Work alongside the sales team on client pitches, product positioning and sales campaigns
  • Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding
  • Special projects and additional responsibilities to be determined based on capacity, skill, and interest

Qualifications

  • 5+ years of internal and/or external sales experience in the alternatives space
  • Bachelor’s degree in business, economics, finance, or a related discipline required
  • Exceptional organizational and interpersonal skills
  • Impeccable written and verbal communication skills
  • Self-starter who takes initiative and learns quickly in a fast-paced environment
  • Strong commitment to continuous professional development and improvement of the team
  • Excellent client service aptitude and attitude
  • Excellent working knowledge of Microsoft Suite and Salesforce
  • Series 7, 63, and/or 66


CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers. 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $125,000 - $175,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and flexible PTO and generous parental leave. Additionally, CAIS offers a hybrid in-office model. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers. 


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Technology we use

  • Engineering
    • CSSLanguages
    • ElixirLanguages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • Salesforce ApexLanguages
    • SqlLanguages
    • TypeScriptLanguages
    • ReactLibraries
    • ReduxLibraries
    • CypressFrameworks
    • DockerFrameworks
    • GraphQLFrameworks
    • JestFrameworks
    • KafkaFrameworks
    • KubernetesFrameworks
    • Next.jsFrameworks
    • Node.jsFrameworks
    • SpringFrameworks
    • TerraformFrameworks
    • MySQLDatabases
    • SnowflakeDatabases
    • AWS (Amazon Web Services)Services
    • GitHubServices
    • Microsoft AzureServices

Location

201 W 5th St, Austin, TX 78701

An Insider's view of CAIS

What's something quirky about your company?

There’s a niche for everyone, and if one doesn’t exist, you can make your own. I started a water themed group, Hydro Homies, and it has gotten great support – we already have 65 members! Between the custom water bottle stickers and engaging slack channel with trivia and memes, it's become a great way for people to connect in and out of the office.

Adam

Associate, Data

What does your typical day look like?

As an Alternative Investment Product Specialist, I educate clients on new offerings, and generate new business. My day varies between traveling to meet clients and connecting with colleagues at the office. With clients, I am discussing trends in the space. At the office, I look forward to interviewing promising candidates and meeting the team.

Chet

Alternative Investment Product Specialist

How does the company support your career growth?

CAIS offers tremendous personal and professional development resources to employees. I’ve taken L&D courses through our learning platforms, learned new tools, and continuously felt supported by my peers across the firm. The team creates a safe and welcoming environment where all are encouraged to ask questions, learn, and share feedback.

Heaven-Leigh

Analyst, Technology

What are CAIS Perks + Benefits

CAIS Benefits Overview

CAIS offers highly subsidized health care, free vision and dental insurance, $15/day lunch stipend in office, fully stocked kitchen,, $100/month towards an Equinox membership, and a 401k plan plus 4% company match.

Culture
Volunteer in local community
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Remote work program
Diversity
Mandated unconscious bias training
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave
Generous parental leave
Family medical leave
Vacation + Time Off
Generous PTO
Paid holidays
Paid sick days
Office Perks
Commuter benefits
CAIS offers pre-tax commuter benefits for all employees.
Company-sponsored outings
At a minimum, CAIS hosts a firm-wide Summer Offsite Party and a Winter Holiday Party every year.
Free snacks and drinks
CAIS has a fully stocked kitchen including unlimited snacks, coffee, tea and a slew of cereal, nuts, and candy.
Some meals provided
Company-sponsored happy hours
We host "Third Thursdays" Happy Hours at our office with beer, music, and poker.
Relocation assistance
Fitness stipend
CAIS reimburses its employees $100 per month for Equinox memberships.
Professional Development
Job training & conferences
Promote from within
Mentorship program
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

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