Search the 5 jobs at CAIS

The Structured Notes Product Specialist will expand and manage relationships with clients in the financial services sector, particularly focusing on structured notes. Responsibilities include generating new business, maintaining existing relationships, and educating financial advisors about structured investment products while collaborating with internal teams.

The Enterprise Business Development Senior Associate will support the sales team in scheduling demos, preparing sales materials, conducting market research, managing CRM data, and collaborating with the marketing team. They will also stay updated on industry trends, contribute to customer satisfaction, and develop product knowledge. The role requires excellent communication skills and 3+ years of experience in Financial Services or Technology.

The Alternative Investments Product Specialist will generate new business within Independent Broker Dealers, develop expertise on CAIS investment products, prepare client meeting presentations, coordinate product launch strategies, assist in roadshows, and collaborate with the sales team on pitches and campaigns.

The Alternative Investments Product Specialist will generate new client relationships within RIAs on the West Coast, develop expertise in CAIS's investment products, prepare client meeting materials, and assist in product launches and marketing. They will also coordinate due diligence processes and work with the sales team on client pitches and strategies.

Seeking a driven and personable Advisor Services Associate to join the growing Client Service team. Responsibilities include assisting clients with transactions, leading demos, managing client workflows, and collaborating with various teams at CAIS.