Structured Notes Product Specialist
October 31
Description
•CAIS is the pioneer in democratizing access to and education about alternative investments •Seeking an experienced sales professional to join the Structured Notes team based on the West Coast •This high impact position will play an instrumental role in expanding relationships with RIAs, Independent Broker-Dealers, and Bank & Trusts clients •Responsible for generating new business, maintaining existing relationships •Educating financial advisors about Structured Notes to help them build and manage their structured product business •Top candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit
Requirements
•A minimum of 5 years of experience in the financial services industry •Bachelor’s degree in business, economics, finance, or a related discipline •Strong background in fixed income, equity derivatives, and structured notes •Experience in wholesaling structured products, ETFs, mutual funds, or other financial products •Impeccable written and verbal communication skills •Excellent client service aptitude and attitude •High level of personal integrity and ability to consistently deliver high quality work product •Experience coordinating multiple competing priorities in a fast-paced and changing environment •Advanced working knowledge of Microsoft Office, specifically Excel •Client Relationship Manager system experience, specifically Salesforce •Series 7, 63 and/or 66
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
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