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2 Days Ago
Austin, TX, USA
341 Employees
Mid level
341 Employees
Mid level
Fintech • Software • Financial Services
Join CAIS as an Enterprise Business Development Senior Associate in Austin. Support senior business development professionals in winning and onboarding large Independent Broker Dealers, RIA Aggregators, and Bank & Trusts. Responsibilities include scheduling demos, preparing sales materials, conducting market research, managing CRM data, and collaborating with the marketing team. Qualifications include 3+ years of experience in Financial Services or Technology, a Bachelor's degree in business or finance, excellent communication skills, and proficiency in Microsoft Office applications. Prior experience with Salesforce or similar CRM is required.
Top Benefits:
401-K
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+49 More
8 Days Ago
United States
Remote
341 Employees
Senior level
341 Employees
Senior level
Fintech • Software • Financial Services
The Alternative Investments Product Specialist will build client relationships with Registered Investment Advisors and Independent Broker Dealers, develop expertise in CAIS investment products, prepare client presentations, coordinate product launches, assist in due diligence, and support the sales team with pitches and marketing efforts.
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401-K
401-K Matching
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+49 More
13 Days Ago
New York, NY, USA
Hybrid
341 Employees
Junior
341 Employees
Junior
Fintech • Software • Financial Services
The Enterprise Coverage Associate will support senior team members in managing client relationships and sales processes, assist with product launches, facilitate onboarding, and record client activities in Salesforce, while staying updated on industry trends.
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401-K
401-K Matching
Commuter Benefits
+49 More
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