🛠 Tech Stack

💼 About This Role

You'll drive sales and asset retention for CAIS's Enterprise clients while managing product launches and strategic relationships. This role is central to expanding alternatives adoption across the wealth channel.

🎯 What You'll Do

• Serve as trusted partner to key Enterprise clients
• Drive sales and asset retention through direct selling
• Manage product and platform launches with internal teams
• Develop relationships with Research teams and advisors

📋 Requirements

• 5+ years of relationship management or business development in alternatives
• Bachelor's degree in business, economics, or finance
• Proficiency in Salesforce and Microsoft Office Suite
• Series 7 and 63 licenses

✨ Nice to Have

• Experience covering national accounts in alternatives space
• Exceptional organizational and interpersonal skills

🎁 Benefits & Perks

• 🏖️ Generous PTO and parental leave
• 🏥 100% employer-paid dental and vision insurance
• 📈 Employer matched retirement plan
• 💪 Wellness programs
• 🏢 Hybrid work model (3 days in office per week)

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min