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 want to connect with talented individuals like you for future opportunities on our Alternative Investments Product Specialist team! If you thrive in building new business opportunities, enjoy working with Independent Financial Advisors, and have a deep understanding of technical investment products, we encourage you to reach out. We're looking for individuals with a keen attention to detail, exceptional client service skills, and an entrepreneurial mindset. Join us in driving success and making an impact in the world of alternative investments. Get in touch to explore how you could be a fit for our future roles!
Responsibilities
Qualifications
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 $150,000 - $200,000. 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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CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products. CAIS provides streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, structured solutions and real assets. CAIS delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer. Products include: - Hedge Funds - '40 Act Funds- Private Equity Funds - Equity & Debt Syndicate - Structured Solutions - Precious MetalsCAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC. For more information about CAIS visit www.caisgroup.com
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