Alternative Investments Product Specialist - Hybrid New York City
CAIS, New York, NY, United States
Alternative Investments Product Specialist - Hybrid
New York City
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. 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. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.
Weare seeking a driven sales professional to join ourteam as anAlternative Investments Product Specialist, focused on theMid-Atlanticregion. Based inNew York City, this individual will play a hybrid role that combines external relationship management with internal sales enablement. They will cultivate new business opportunities and deepen existing partnerships across Registered Investment Advisors (RIAs), RIA aggregators, Independent Wealth Managers and Family Offices, while also collaborating closely with internal sales teams to drive product adoption and platform growth.
The ideal candidate brings 5+ years of financial services experience, strong familiarity with alternative investment products, and a highly collaborative mindset. This is a dynamic opportunity to represent the CAIS platform, partner across teams, and drive meaningful impact as we continue expanding access to the world of alternative investments.
Responsibilities
Build new and deepen existing relationships with RIAs, aggregators, independent wealth managers, and family offices throughout the greater Boston area
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 tailored presentations and materials for client meetings, virtual roadshows, and events
Coordinate and execute tailored product launch strategies
Support 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 external sales experience in the alternatives space
Bachelor’s degree in business, economics, finance, or a related discipline required
Series 7 and 63 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
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 $130,000 - $165,000 . 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 generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers .
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CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. 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. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.
Weare seeking a driven sales professional to join ourteam as anAlternative Investments Product Specialist, focused on theMid-Atlanticregion. Based inNew York City, this individual will play a hybrid role that combines external relationship management with internal sales enablement. They will cultivate new business opportunities and deepen existing partnerships across Registered Investment Advisors (RIAs), RIA aggregators, Independent Wealth Managers and Family Offices, while also collaborating closely with internal sales teams to drive product adoption and platform growth.
The ideal candidate brings 5+ years of financial services experience, strong familiarity with alternative investment products, and a highly collaborative mindset. This is a dynamic opportunity to represent the CAIS platform, partner across teams, and drive meaningful impact as we continue expanding access to the world of alternative investments.
Responsibilities
Build new and deepen existing relationships with RIAs, aggregators, independent wealth managers, and family offices throughout the greater Boston area
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 tailored presentations and materials for client meetings, virtual roadshows, and events
Coordinate and execute tailored product launch strategies
Support 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 external sales experience in the alternatives space
Bachelor’s degree in business, economics, finance, or a related discipline required
Series 7 and 63 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
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 $130,000 - $165,000 . 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 generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers .
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