CAIS
IBD Strategic Partnerships VP
New York, NY · Vp
Sponsorship not specified$140k-$200kDetected 35 days ago
SalesforceCRMSalesBusiness DevelopmentResearchCommunicationMicrosoft Office
About the role
- 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.
- Working alongside their designated team, this person will be responsible for deepening business with our existing Enterprise clients.
Responsibilities
- Serve as a trusted partner to key clients, coordinating with CAIS's Enterprise-level relationship managers to ensure a seamless client and advisor experience
- Drive sales and asset retention through direct selling and strategic client relationship management
- Manage product and platform launches, collaborating with internal teams, General Partners, key clients, and CAIS regional sales to maximize sales opportunities
- Develop and maintain trust-based relationships with Research teams at all levels and with advisors
- Collaborate with CAIS research teams and GPs to align on industry trends, strategy, and pipeline
- Enhance client and advisor engagement by working with the Marketing team to create targeted campaigns and by developing client-focused collateral to support field-based sales
- Facilitate onboarding with introductory calls, platform demonstrations, and support, ensuring a smooth transition and addressing any issues
- Stay updated on industry trends and market developments to maintain CAIS's competitive position
- 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 use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications.
Requirements
- 5+ years of relationship management, investor relations, business development or external sales experience covering national accounts in the alternatives space
- Bachelor's degree in business, economics, finance, or a related discipline required
- Proficiency in Salesforce and Microsoft Office Suite
- Proficiency with AI tools applied to real sales workflows - research, materials prep, meeting debrief, pipeline analysis.
- 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
- Series 7 and 63
- Proficiency with AI tools applied to real sales workflows - research, materials prep, meeting debrief, pipeline analysis. At VP level, we expect you to be fluent, not learning: able to identify where AI accelerates your work and where it doesn't, and able to bring that thinking to your team.
- 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 $140,000 - $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
Skills
- Private markets and alternative strategies are rapidly moving into the mainstream with advisors reshaping portfolios to include them.
Compensation
- If you are located in New York, New York, the base salary range for this role is $140,000 - $200,000.
Benefits
- 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.
- For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.
- Demonstrate the features and benefits of the CAIS platform to advisors, emphasizing new tools and functionalities
- Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 days in office per week.
Company info
- CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success.
- All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.
This listing is sourced directly from CAIS's careers page and normalized into a canonical job model.