CAIS
Alternative Investments Product Specialist – Eastern Region
New York City
Sponsorship not specified$150k-$200kDetected 35 days ago
SalesforceSalesResearchCommunicationCollaborationPublic Speaking
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.
- Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.
- You should be able to describe specific ways AI has made you more effective in a prior role.
Responsibilities
- Develop expertise on all CAIS investment products
- Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding
Requirements
- 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
- Excellent working knowledge of Microsoft Suite and Salesforce
- Series 7 and 63 required
- Comfort using AI tools (e.g., Claude, ChatGPT, N8N) for research synthesis, materials preparation, and client communications.
- 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
- Comfort using AI tools (e.g., Claude, ChatGPT, N8N) for research synthesis, materials preparation, and client communications. You should be able to describe specific ways AI has made you more effective in a prior role.
- 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 require a minimum of 3 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.
Compensation
- CAIS' compensation package includes a market competitive salary, a performance bonus, and exceptional benefits.
Benefits
- 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
This listing is sourced directly from CAIS's careers page and normalized into a canonical job model.