Search the 15 jobs at CAIS

Seeking an experienced sales professional to join the Alternative Investments team, covering the Midwest region. Responsibilities include initiating and executing new client relationships, developing expertise on investment products, preparing presentations, coordinating product launch strategies, and assisting in roadshows and conferences.

Seeking a Sales Associate to support sales activities, generate leads, and contribute to the development of SaaS product outreach strategies in the alternative investment and independent wealth management spaces. Responsibilities include scheduling demos, preparing sales materials, conducting market research, engaging with clients, and collaborating with the marketing team. Qualifications include 3+ years of experience in Financial Services or Technology industries, Bachelor's degree in business or finance, and proficiency in Microsoft Office and Salesforce.

Seeking a Vice President of Manager Coverage to deepen relationships with asset managers, collaborate with internal teams, and empower distribution teams to capitalize on the company's wealth network. Responsibilities include serving as the primary point of contact for asset managers, building partnerships, implementing strategies, presenting insights, reviewing platform metrics, educating on benefits, collaborating with stakeholders, and supporting engagement activities.

Seeking a Director of Manager Coverage in New York City to expand relationships with asset managers on the CAIS platform. Responsibilities include deepening partnerships, launching and managing asset managers, developing strategies, participating in meetings, streamlining sales communications, planning engagement initiatives, collaborating with the sales team, and establishing working relationships across business lines.

Detail-oriented and highly organized Associate or Senior Associate to support the Legal and Compliance team at a rapidly growing firm. Responsibilities include ownership of FINRA Firm Gateway tasks, review of compliance-related activities, collaboration on policy implementation, and support on ad-hoc projects. Qualifications include 2-5 years experience in a compliance role, knowledge of FINRA rules, Bachelor's degree, and FINRA Series 7 and Series 24 certifications.

Junior sales professional needed to join the Structured Notes team at CAIS. Responsibilities include generating new business, supporting senior Product Specialists, and developing client relationships. Requires a background in fixed income, equity derivatives, and structured notes.

Seeking a junior sales professional to join the Structured Notes team at CAIS, responsible for generating new business and supporting senior Product Specialists. Opportunity to learn and develop industry expertise. Must have attention to detail, organization skills, client service attitude, and entrepreneurial spirit.

Join our Data team as a Data Analyst in our New York City office. Partner with various teams to provide data modeling, reporting, and analytics support. Develop business intelligence dashboards, collaborate on data governance efforts, and contribute to building our Data practice.

Seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team. Responsibilities include supporting senior members of the Business Development team, developing product knowledge, acting as a point of contact for investors, and coordinating client meetings. Qualifications include 2-3+ years of experience in financial services, Bachelor's degree, Series 7 & 63 licenses, proficiency in Microsoft Office, and Salesforce experience preferred.

Responsible for providing legal advice and consultation on legal, regulatory, and compliance issues related to registered funds. Lead the structuring and launch of registered funds, oversee regulatory compliance, collaborate with external counsel, and ensure alignment with strategic objectives. Minimum of 3 years of PQE required, with experience in U.S. federal securities laws and asset management.

Seeking a Senior Associate to join the Client Service Enterprise team at a financial services firm. Responsibilities include maintaining relationships with Enterprise accounts, facilitating client transactions, and developing expertise on the company's investment products. Qualifications include a Bachelor's degree in economics, finance, 4+ years of client service experience, and knowledge of Microsoft Office and CRM programs.

Join the Client Service Enterprise team at CAIS as an Associate to provide white glove service and nurture client relationships. Drive successful client outcomes by assisting with transactions, serving as the main point of contact, and leading demos on the CAIS platform. Collaborate with various teams to improve client processes and experiences.

Seeking an experienced sales professional to join the Enterprise team, covering Enterprise clients including RIA Aggregators, Independent Broker Dealers, and Bank & Trusts. Responsibilities include serving as a trusted partner to key clients, driving sales and asset retention, managing product and platform launches, developing trust-based relationships, and staying updated on industry trends. Qualifications include 7+ years of relationship management experience, Bachelor's degree in a related discipline, exceptional organizational and interpersonal skills, and working knowledge of Microsoft Suite and Salesforce.

Seeking an Enterprise Coverage Associate to support senior members of the Enterprise Coverage team in managing key Enterprise clients, assisting with sales and asset retention, and facilitating product and platform launches. The ideal candidate will have 2-4 years of experience in relationship management or business development in the alternatives space, a Bachelor's degree in business or finance, exceptional organizational and interpersonal skills, and knowledge of Salesforce and Microsoft Suite.

Support fund management, coordinate with stakeholders, optimize processes, and automate systems