Full-Time
Structured Notes Product Specialist Associate
Central
Posted on 4/26/2024
Fintech platform connecting advisors with asset managers
Fintech
Mid
New York, NY, USA
Required Skills
Sales
Communications
Marketing
Requirements
- Minimum of 2 years of experience in the financial services industry
- Bachelor’s degree in business, economics, finance, or a related discipline
- Strong background in fixed income, equity derivatives, and structured notes
- Experience in wholesaling structured products, ETFs, mutual funds, or other financial products
- Impeccable written and verbal communication skills
- Excellent client service aptitude and attitude
- High level of personal integrity and ability to consistently deliver high quality work product
Responsibilities
- Initiate and execute new client relationships alongside the team in an assigned region
- Prospect cities that are undeveloped
- Work with senior Product Specialist to develop and execute a business plan to generate new structured notes business in the independent wealth management channel
- Develop new leads and originate calls / in-person meetings
- Market structured solutions offerings to prospects and clients
- Develop customized solutions for clients to address their investment objectives
- Service existing client relationships and fulfill any request for assistance or information
- Liaise with internal teams to ensure client needs are met in a timely fashion
- Prepare presentations and materials on behalf of the senior sales professional for client meetings
- Keep track of all open/live trade opportunities
- Keep Airtable accurate with trades
- Develop expertise on all CAIS products, business activities and infrastructure
- Assist Marketing in creating educational materials to educate and promote structured solutions
- Special projects and additional responsibilities to be determined based on capacity, skill, and interest
CAIS has developed a fintech platform that connects independent financial advisors with leading alternative asset managers, facilitating efficient transacting of alternative investments at a massive scale. The platform has enabled over $25 billion in transaction volume and empowers over 32,000 unique advisors overseeing upwards of $3.5 trillion in network assets.
Company Stage
Series B
Total Funding
$306M
Headquarters
New York, New York
Founded
2009
Growth & Insights
Headcount