Alternative Investments Product Specialist

November 12

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CAIS

WebsiteLinkedInAll Job Openings

Alternatives Investments • Capital Markets • Structured Solutions • Financial Technology • Outsourced Service Provider

51 - 200 employees

Founded 2009

💸 Finance

💳 Fintech

☁️ SaaS

💰 Private Equity Round on 2022-06

Description

• CAIS is the pioneer in democratizing access to alternative investments for financial advisors • Engage and transact with leading asset managers through alternative investment products and technology solutions • Support over 50,000 advisors who oversee more than $6 trillion in network assets

Requirements

• 5+ years of external sales experience in the alternatives space • Bachelor’s degree in business, economics, finance, or a related discipline 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 • Series 7 and 63

Benefits

• Generously subsidized healthcare with 100% employer paid dental and vision insurance • Employer matched retirement plan • Wellness programs • Generous PTO and parental leave • Flexible, hybrid in-office model • No minimum days in office required