We are seeking a driven sales professional to join our team as an Alternative Investments Product Specialist, focused on the Mid-Atlantic region. Based in New York City, this individual will play a hybrid role that combines external relationship management with internal sales enablement. They will cultivate new business opportunities and deepen existing partnerships across Registered Investment Advisors (RIAs), RIA aggregators, Independent Wealth Managers and Family Offices, while also collaborating closely with internal sales teams to drive product adoption and platform growth.
The ideal candidate brings 5+ years of financial services experience, strong familiarity with alternative investment products, and a highly collaborative mindset. This is a dynamic opportunity to represent the CAIS platform, partner across teams, and drive meaningful impact as we continue expanding access to the world of alternative investments.
Responsibilities
- Build new and deepen existing relationships with RIAs, aggregators, independent wealth managers, and family offices throughout the greater Boston area
- Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information
- Prepare tailored presentations and materials for client meetings, virtual roadshows, and events
- Coordinate and execute tailored product launch strategies
- Support manager due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients
- Assist in the planning and execution of roadshows and conferences
- Assist in the creation of product marketing collateral
- Work alongside the sales team on client pitches, product positioning and sales campaigns
- Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding
- Special projects and additional responsibilities to be determined based on capacity, skill, and interest
Qualifications
- 5+ years of external sales experience in the alternatives space
- Bachelor’s degree in business, economics, finance, or a related discipline required
- Series 7 and 63 required
- Exceptional organizational and interpersonal skills
- Impeccable written and verbal communication skills
- Self-starter who takes initiative and learns quickly in a fast-paced environment
- Strong commitment to continuous professional development and improvement of the team
- Excellent client service aptitude and attitude
- Excellent working knowledge of Microsoft Suite and Salesforce
