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Yesterday
Los Angeles, CA, USA
341 Employees
Senior level
341 Employees
Senior level
Fintech • Software • Financial Services
The Structured Notes Product Specialist will develop and execute business plans for structured notes, generate new client leads, maintain existing relationships, and educate financial advisors about investment products. This role requires initiating client relationships and collaborating internally to fulfill client needs while delivering excellent client service.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+49 More
Yesterday
Chicago, IL, USA
341 Employees
Senior level
341 Employees
Senior level
Fintech • Software • Financial Services
The Alternative Investments Product Specialist will generate new business with Independent Broker Dealers, support product and distribution teams, and develop expertise in CAIS investment products. Responsibilities include client relationship management, preparing presentations, executing product strategies, and assisting in marketing and due diligence processes.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+49 More
13 Days Ago
San Francisco, CA, USA
Hybrid
341 Employees
Senior level
341 Employees
Senior level
Fintech • Software • Financial Services
The role involves generating new business among RIAs and RIA aggregators on the West Coast, creating client relationships, developing expertise in the company's investment products, and coordinating product marketing and client engagement efforts, all while supporting the sales team in presentations and pitches.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+49 More
14 Days Ago
New York, NY, USA
341 Employees
Senior level
341 Employees
Senior level
Fintech • Software • Financial Services
The Director of Product Management at CAIS will define the product vision and strategic roadmap, communicate with stakeholders, manage product backlog, oversee product development, and champion innovative methodologies while ensuring the alignment with business goals and customer needs.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+49 More
14 Days Ago
New York, NY, USA
341 Employees
Senior level
341 Employees
Senior level
Fintech • Software • Financial Services
The Director of Data Product Management will lead the development and execution of data product strategies, aligning with business goals, managing the product lifecycle, and overseeing cross-functional teams to ensure successful product delivery and performance. They will mentor a team of product managers, conduct market research, and communicate effectively with stakeholders.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+49 More
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