Teams at CAIS

The role involves supporting senior sales members by managing client relationships and inquiries, while developing knowledge of CAIS products and the alternative investments market.

Junior sales role supporting RIAs, broker-dealers, and bank & trust clients in an assigned region. Build relationships, originate leads, distribute structured notes, defined outcome ETFs, and alternatives, coordinate with internal teams, use AI tools responsibly for research/outreach, and support special projects.

Lead product and partner work for alternative investment offerings: manage fund origination and onboarding, serve as primary asset-manager contact, drive product strategy and new-structure launches, coordinate cross-functional teams, support manager adoption and training, and resolve operational escalations to optimize platform access to private markets.