Alternative Investments Product Specialist - West Coast (NorCal)

San Francisco

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.  

We are seeking an experienced sales professional to join the Alternative Investments team. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical investment products. Working alongside their designated team, this person will be responsible for generating new business within RIAs and RIA aggregators on the West Coast as well as supporting product and distribution teams with fund manager coverage and client engagement. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit. 

Responsibilities

  • Initiate and execute new client relationships within RIAs and RIA aggregators on the West Coast
  • 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 presentations and materials for client meetings
  • Coordinate and execute tailored product launch strategies
  • Coordinate 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

  • 5-10+ years of internal and/or 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 required

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 California the base salary range for this role is $170,000 - $210,000. 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 not require a minimum number of 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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