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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 32,000 advisors who oversee more than $4 trillion in network assets.
We are seeking an experienced sales professional to join the Alternative Investments team. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical investment products. Working alongside their designated team, this person will be responsible for generating new business within RIAs and RIA aggregators on the West Coast as well as supporting product and distribution teams with fund manager coverage and client engagement. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.
Responsibilities
Qualifications
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 California the base salary range for this role is $170,000 - $210,000. 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>.
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