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 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.