Search the 3 jobs at CAIS

The Structured Notes Product Specialist will expand relationships with clients in the independent financial advisory space, generate new structured notes business, maintain existing client relationships, and educate advisors about structured investment products. Responsibilities include developing business plans, preparing client presentations, and collaborating with internal teams to meet client needs.

The Alternative Investments Product Specialist will build and manage client relationships within registered investment advisors and independent broker dealers, develop product expertise, assist in product launches and marketing strategies, and support roadshows and client pitches.

The role entails generating new business among RIAs and RIA aggregators on the West Coast, developing expertise in CAIS investment products, preparing presentations, coordinating product launches, managing due diligence processes, and supporting sales activities. The position requires excellent client service, organization, and communication skills.