CAIS
Financial Services
AlternativeInvestmentsProductSpecialistSoutheast
“Alternative Investments Product Specialist - Southeast at CAIS. Skills: Alternative investments, Sales, Client relationships. Initiate new client relationships. Execute new client relationships”
Industry & Context.
What They're Looking For.
Must Have
5-10+ years sales experience, Bachelor's degree, Series 7 required, Series 63 required
Nice to Have
Alternatives space experience
What You'll Do.
Initiate new client relationships
Execute new client relationships
Develop expertise on investment products
Service existing client relationships
Fulfill requests for assistance
Fulfill requests for information
Prepare presentations for client meetings
Prepare materials for client meetings
Coordinate product launch strategies
Execute product launch strategies
Coordinate manager due diligence
Coordinate manager selection processes
Assist in planning roadshows
Assist in execution of roadshows
Assist in planning conferences
Assist in execution of conferences
Assist in creation of product marketing collateral
Build working relationships
How You'll Work.
Team & Collaboration
Designated team; Product teams; Distribution teams; Sales team; Multiple lines of business; Corporate functions
Communication Scope
Written communication; Verbal communication
Applying for this Alternative Investments Product Specialist - Southeast role?
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