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 50,000 advisors who oversee more than $6 trillion in network assets.

We are seeking a personable, highly driven, organized, business development professional to join the Enterprise Business Development team.  This role will work closely with and in support of two senior business development professionals that are focused on winning and onboarding large Independent Broker Dealers, RIA Aggregators and Bank & Trusts to the CAIS ecosystem. Qualified applicants will have had experience supporting complex business development opportunities within financial services. This individual must also thrive in a quickly evolving environment and be able to pivot priorities with great attention to detail and organizational skills. They are creative, entrepreneurial problem solvers with strong interpersonal skills to help manage internal and external stakeholder relationships.  

Responsibilities 

  • Support the sales team in scheduling demos, preparing sales materials, and managing CRM data to ensure smooth sales operations 
  • Assist in the preparation of materials for meetings, including the creation of decks, drafting proposals, and summarizing notes-- ensuring all necessary documents and information are available  
  • Conduct market research to identify new leads and potential markets for our SaaS products
  • Assist in creating, maintaining and managing a pipeline of interested prospects and engage in follow-up communications to push leads through the sales funnel  
  • Participate in sales strategy meetings, providing insights and feedback from client interactions to help shape future sales approaches  
  • Document details of each prospective client interaction in Salesforce to improve the customer experience and drive deal closure  
  • Collaborate with the marketing team to align sales strategies with marketing campaigns and content  
  • Stay up-to-date with fintech industry trends and competitor activities to inform sales and business development strategies  
  • Contribute to the enhancement of customer satisfaction by providing exceptional service throughout the sales process  
  • Develop exceptional CAIS Solutions product knowledge, alternative asset class knowledge, and industry knowledge 

Qualifications 

  • 2+ years of demonstrated experience in the Financial Services with preference for selling wealth, investment, or financial data technology to Wealth Management firms 
  • Bachelor's degree in business, finance, or a related field
  • Excellent verbal and written communication skills, with the ability to effectively communicate product features and benefits to prospective clients  
  • Proficiency in Microsoft Office applications, especially PowerPoint   
  • Prior experience with Salesforce or similar CRM required  
  • Willingness to travel as necessary to meet with clients and attend industry events  
  • Strong organizational and time-management skills, with a proven ability to manage multiple tasks and priorities effectively  
  • Self-motivated and goal-oriented, with a drive to achieve sales targets  
  • Passion for technology and an eagerness to learn about new products and industry trends  
  • Ability to work both independently as well as collaboratively within an entrepreneurial work environment  
  • Series 7 and 63 preferred or within 3 months of hiring 

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 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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