Alternative Investments Product Specialist - Chicago at CAIS
Rolling Meadows, IL 60008
About the Job
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 32,000 advisors who oversee more than $4 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 Independent Broker Dealers 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. ResponsibilitiesInitiate and execute new client relationships within Independent Broker Dealers in the MidwestDevelop 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 informationPrepare presentations and materials for client meetingsCoordinate and execute tailored product launch strategiesCoordinate 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 clientsAssist in the planning and execution of roadshows and conferencesAssist in the creation of product marketing collateralWork alongside the sales team on client pitches, product positioning and sales campaignsBuild excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboardingSpecial projects and additional responsibilities to be determined based on capacity, skill, and interestQualifications5-10+ years of internal and/or external sales experience in the alternatives spaceBachelor’s degree in business, economics, finance, or a related discipline requiredExceptional organizational and interpersonal skillsImpeccable written and verbal communication skillsSelf-starter who takes initiative and learns quickly in a fast-paced environmentStrong commitment to continuous professional development and improvement of the teamExcellent client service aptitude and attitudeExcellent working knowledge of Microsoft Suite and SalesforceSeries 7 and 63CAIS 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 . 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 $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: .
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 32,000 advisors who oversee more than $4 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 Independent Broker Dealers 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. ResponsibilitiesInitiate and execute new client relationships within Independent Broker Dealers in the MidwestDevelop 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 informationPrepare presentations and materials for client meetingsCoordinate and execute tailored product launch strategiesCoordinate 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 clientsAssist in the planning and execution of roadshows and conferencesAssist in the creation of product marketing collateralWork alongside the sales team on client pitches, product positioning and sales campaignsBuild excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboardingSpecial projects and additional responsibilities to be determined based on capacity, skill, and interestQualifications5-10+ years of internal and/or external sales experience in the alternatives spaceBachelor’s degree in business, economics, finance, or a related discipline requiredExceptional organizational and interpersonal skillsImpeccable written and verbal communication skillsSelf-starter who takes initiative and learns quickly in a fast-paced environmentStrong commitment to continuous professional development and improvement of the teamExcellent client service aptitude and attitudeExcellent working knowledge of Microsoft Suite and SalesforceSeries 7 and 63CAIS 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 . 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 $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: .
