Home Office Coverage, VP/SVP

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.

CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.

We are seeking an experienced sales professional to join the Home Office Coverage team, covering our Enterprise clients including RIA Aggregators, Independent Broker Dealer, and Bank & Trusts. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical alternative investment products and platform technology. Working alongside their designated team, this person will be responsible for deepening business with our existing Enterprise clients. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit. Please note that applicants must be based in the greater New York City area.

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
• Demonstrate the features and benefits of the CAIS platform to advisors, emphasizing new tools and functionalities
• Record all client activities in Salesforce

Qualifications

• 7 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
• 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
• Proficiency in Salesforce and Microsoft Office Suite
• Series 7 and 63

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 flexible PTO and generous 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.