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The role involves generating new business within Independent Broker Dealers, managing client relationships, and providing expertise on alternative investment products such as hedge funds and private equity.

The AI-Forward IT Support Engineer leads the support team, manages Microsoft environment, utilizes AI tools for solutions, and aids employees in using AI resources.

The VP of Strategic Partnerships will manage relationships with enterprise clients in the financial services sector, driving sales and enhancing client engagement while overseeing product launches and aligning with internal teams.

The role focuses on designing and implementing a data-driven performance management system that aligns with company goals, enhances engagement, and empowers managers and employees through AI-enabled tools.

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

The Advisor Services Analyst/Associate supports financial advisors through transactions, builds relationships by understanding workflows, and enhances service efficiency via automation and collaboration with internal teams.