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.
CAIS is seeking a Vice President to join the Asset Manager Partnership team, responsible for engaging with the firm’s alternative asset manager relationships and delivering on key objectives. Qualified candidates will have relationship management experience with alternative investment firms, related go-to-market and fundraising experience to support the objectives of CAIS asset manager partnerships. You are passionate about serving your client's needs, understand a diverse range of technical investment products, and enjoy distilling complex concepts into digestible language that facilitates sales enablement/engagement activities. Strong written and verbal communication is imperative, as the role requires constant communication with a wide range of stakeholders.
Responsibilities
- Responsible for delivering the CAIS enterprise to our asset manager partners with a focus on driving growth, managing relationships and aligning CAIS’s goals with our clients
- Onboard new asset manager partner relationships by working collaboratively across the organization and provide an efficient and seamless manager experience
- Partner with asset manager partners to ensure satisfaction by identifying and understanding their needs, provide key insights, guidance, and trends to enhance their success in the independent wealth management channel
- Coordinate across the organization to deliver on manager objectives
- Join meetings with internal and external stakeholders to share fund expertise and speak to the merits of investments
- Support development of tailored product launch strategies and positioning, and product marketing collateral
Qualifications
- 6-8+ years of experience in financial markets with a strong focus in alternative investments, including hedge fund and/or private markets strategies required
- Existing relationships with asset managers required
- Bachelor’s degree required in Finance, Econ, Business, or Accounting
- Series 7 & Series 63 (or Series 66)
- Demonstrated progress in CFA, CPA, CAIA, CFP, and/or CIMA strongly preferred
- Highly ambitious and collaborative self-starter with experience coordinating multiple competing priorities in a fast-paced environment
- Impeccable written and verbal communication skills
- High level of personal integrity and ability to consistently deliver high quality work product
- Advanced working knowledge of CRM systems
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 $175,000 - $225,000. 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 not require a minimum number of 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.
