Offices at CAIS

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.