CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.
Successful candidates will thrive in a fast-paced, dynamic environment, demonstrate a strong attention to detail, and embrace an entrepreneurial mindset. This is a fantastic opportunity for professionals at any level to contribute to a high-growth organization, drive client satisfaction, and grow alongside a company transforming the wealth management ecosystem.
Key Responsibilities
- Deliver Exceptional Service: Act as the first point of contact for our clients, guiding them through pre-trade, trade, and post-trade processes, including onboarding, subscriptions, redemptions, capital calls, and other transactions.
- Transaction Support: Assist clients by processing service requests, reviewing documentation, addressing inquiries, and ensuring operational excellence throughout the investment lifecycle.
- Client Relationship Management: Develop and maintain trusted relationships with new and existing clients by providing proactive, thoughtful support and tailored guidance.
- Platform Expertise: Become a subject matter expert on the CAIS platform. Conduct demos and educate clients on functionality, usage best practices, and operational workflows.
- Cross-Functional Collaboration: Work closely with internal teams—including Sales, Legal, Compliance, Finance, Operations, and Technology—to coordinate responses to client needs and help streamline internal processes.
- Process Improvement: Identify opportunities to enhance the client experience by building and executing scalable, automated workflows that reduce friction and improve service delivery.
- Feedback Loop: Provide client feedback to internal stakeholders to help refine the user experience and product roadmap.
- Bachelor’s degree in finance, economics, business, or a related field
- Demonstrated success in client service, investor relations, operations, or wealth/asset management
- Associate level: 1–3 years of relevant experience
- Mid-level: 3–5 years
- Senior level: 5+ years, ideally including leadership or escalation support responsibilities
- Deep understanding of alternative investments and the broader wealth management landscape
- Exceptional interpersonal, verbal, and written communication skills
- Comfort navigating CRM tools and platforms (e.g., Salesforce), and proficiency in Microsoft Office Suite
- FINRA Series 7 and 63 preferred or required within 6 months of hire
CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.
CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $80,000 - $175,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.
CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.
