CAIS
Capital Markets Product Specialist – East
New York, NY
Sponsorship not specified$90k-$125kDetected 28 days ago
SalesforceSalesResearchCommunication
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.
- CAIS is seeking a driven junior sales professional to join its Capital Markets team in New York.
- This high-impact role sits at the intersection of relationship management and product distribution, supporting RIAs, Independent Broker-Dealers, and Bank & Trust clients across an assigned region.
Responsibilities
- Initiate and develop new client relationships alongside senior team members in an assigned region
- Build and execute a business plan targeting RIAs and independent wealth management firms
- Generate leads, originate calls, and drive in-person meetings with prospects and existing clients
- Develop tailored solutions aligned to client investment objectives
- Develop deep fluency across all CAIS products, platforms, and workflows
- Leverage AI tools to support client preparation, product research, and outreach drafting - exercising commercial and compliance judgment on all outputs before client-facing use
Requirements
- 2-3 years of experience in financial services, ideally in product distribution or a client-facing sales role
- Bachelor's degree in finance, economics, business, or a related field
- Experience wholesaling or distributing structured notes, ETFs, mutual funds, or similar investment products
- Series 7 and 63 required
- Strong background in structured products, equity derivatives, fixed income, or defined outcome strategies
- Excellent written and verbal communication skills; able to distill complex products for advisor audiences
- High integrity, strong attention to detail, and the ability to manage competing priorities in a fast-moving environment
Nice to have
- Salesforce experience preferred
- comfortable adopting and working within a technology-enabled sales workflow
Compensation
- CAIS' compensation package includes a market competitive salary, a performance bonus, and exceptional benefits.
This listing is sourced directly from CAIS's careers page and normalized into a canonical job model.