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Seeking an experienced sales professional to join the Alternative Investments team, covering the Midwest region. Responsibilities include initiating and executing new client relationships, developing expertise on investment products, preparing presentations, coordinating product launch strategies, and assisting in roadshows and conferences.
Seeking a Director of Manager Coverage in New York City to expand relationships with asset managers on the CAIS platform. Responsibilities include deepening partnerships, launching and managing asset managers, developing strategies, participating in meetings, streamlining sales communications, planning engagement initiatives, collaborating with the sales team, and establishing working relationships across business lines.
Seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team. Responsibilities include supporting senior members of the Business Development team, developing product knowledge, acting as a point of contact for investors, and coordinating client meetings. Qualifications include 2-3+ years of experience in financial services, Bachelor's degree, Series 7 & 63 licenses, proficiency in Microsoft Office, and Salesforce experience preferred.
