Alternative Investments Product Specialist

CAIS

CAIS seeks a specialist to drive business with Independent Broker Dealers in Southeast markets. Responsible for client relationships and product expertise across diverse investment products.

Posted 6/1/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Initiate and execute new client relationships within Independent Broker Dealers in the Southeast
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 presentations and materials for client meetings
Coordinate and execute tailored product launch strategies
Coordinate 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

Requirements

What you’ll need

5-10+ years of internal and/or external sales experience in the alternatives space
Bachelor’s degree in business, economics, finance, or a related discipline 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
Series 7 and 63 required

Benefits

Comp & perks

100% employer paid dental and vision insurance
Employer matched retirement plan
Wellness programs
Generous PTO and parental leave
Flexible, hybrid in-office model; minimum of 3 days in office per week

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales experienceclient relationship managementproduct marketinginvestment product expertisemanager due diligenceproduct launch strategiespresentation preparationclient pitchesinvestment quality assessmentcontinuous professional development

Soft Skills

organizational skillsinterpersonal skillswritten communicationverbal communicationinitiativeadaptabilityclient service aptitudecollaborationteam improvementself-starter

Certifications

Series 7Series 63