Structured Notes Product Specialist Associate - Central

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Employer Provided Salary: 110,000-150,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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CAIS is building the first truly open marketplace for alternative investments, where financial advisors and asset managers engage and transact directly on a massive scale. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes; thus, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry leading learning system, CAIS IQ, that helps advisors learn faster, remember longer, and improve client outcomes.  

We are seeking a junior sales professional to join the Structured Notes team. Qualified applicants will have a minimum of two years of 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 as well as supporting senior Product Specialists with coverage and client engagement. This is an excellent opportunity for junior sales professionals to learn and further develop their industry expertise and sales expertise. Qualified candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.


  • Initiate and execute new client relationships alongside the team in an assigned region
  • Prospect cities that are undeveloped
  • Work with senior Product Specialist to develop and execute a business plan to generate new structured notes business in the independent wealth management channel
  • Develop new leads and originate calls / in-person meetings
  • Market structured solutions offerings to prospects and clients
  • Develop customized solutions for clients to address their investment objectives
  • Service existing client relationships and fulfill any request for assistance or information
  • Liaise with internal teams to ensure client needs are met in a timely fashion
  • Prepare presentations and materials on behalf of the senior sales professional for client meetings
  • Keep track of all open/live trade opportunities
  • Keep Airtable accurate with trades
  • Develop expertise on all CAIS products, business activities and infrastructure
  • Assist Marketing in creating educational materials to educate and promote structured solutions
  • Special projects and additional responsibilities to be determined based on capacity, skill, and interest 


  • A minimum of 2 years of experience in the financial services industry
  • Bachelor’s degree in business, economics, finance, or a related discipline
  • Strong background in fixed income, equity derivatives, and structured notes
  • Experience in wholesaling structured products, ETFs, mutual funds, or other financial products
  • Impeccable written and verbal communication skills
  • Excellent client service aptitude and attitude
  • High level of personal integrity and ability to consistently deliver high quality work product 

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 

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 $110,000 - $150,000. 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: 

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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.


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.


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.


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.

Volunteer in local community
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Remote work program
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) 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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