About the company
CAIS is the pioneer in democratizing access to and education about alternative investments and structured investment solutions 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 access to a broad range of alternative investment strategies, including structured investments, hedge funds, private equity, private credit, real estate, and digital assets. 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.
Job Summary
Responsibilities
šPartner with senior Product Specialists to develop and execute a regional business plan to grow structured notes penetration across the South-Central territory. šPrepare materials for client meetings and internal strategy sessions, including product comparisons, performance illustrations, and issuer offering summaries.Support the development and refinement of educational resources for financial advisors on structured investment applications. šTrack trade activity, calendar offerings, and advisor engagement using CRM tools such as Salesforce and Airtable. šAssist in the coordination and delivery of trade execution support, in partnership with issuers and internal stakeholders. šAnalyze structured note terms and lifecycle considerations, helping the team tailor recommendations to advisor-specific objectives. šCollaborate across internal functionsāincluding Operations, Marketing, Compliance, and Technologyāto ensure a seamless advisor experience. šContribute to special projects and team initiatives that promote innovation, scale, and advisor value.
Qualifications
š2ā5 years of experience in financial services; backgrounds in wealth management, capital markets, structured products, or advisory support are all considered. šBachelorās degree in Finance, Economics, Business, or a related discipline. šStrong analytical skills and familiarity with investment concepts, particularly equity and fixed income instruments. šDemonstrated ability to manage multiple priorities in a fast-paced, collaborative environment. šExcellent communication skills, both verbal and written, with the ability to simplify complex topics. šWorking knowledge of CRM systems such as Salesforce and tools like Microsoft Excel. šSeries 7 and 63/66 licenses (or willingness to obtain shortly after hire). šInterest in structured investments and capital markets product design. Prior exposure is a plus but not required. šA proactive, curious mindset with a client-first attitude and a commitment to continuous learning.
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