CAIS
Financial Services
AlternativeInvestmentsProductSpecialist-Southeast
Neural analysis suggests this role is
optimal for Senior candidates.
“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
Full Job Description
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 50,000 advisors who oversee more than $6 trillion in network assets. Working alongside their designated team, this person will be responsible for generating new business within Independent Broker Dealers in the Southeast markets as well as supporting product and distribution teams with fund manager coverage and client engagement. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical investment products. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit. Responsibilities Initiate and execute new client relationships within Independent Broker Dealers in the Southeast Develop 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 information Prepare presentations and materials for client meetings Coordinate and execute tailored product launch strategies Coordinate 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 clients Assist in the plann
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