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Full-Time

Enterprise Coverage Associate

Confirmed live in the last 24 hours

CAIS

CAIS

201-500 employees

Fintech platform connecting advisors with asset managers

Fintech

Compensation Overview

$100k - $125kAnnually

+ Performance Bonus

Mid

New York, NY, USA

Category
Customer Success Management
Field Sales
Sales & Account Management
Required Skills
Sales
Communications
Salesforce
Requirements
  • 2-4 years of relationship management, business development or internal sales experience covering national accounts in the alternatives space
  • Bachelor’s degree in business, economics, finance, or a related discipline required
  • Exceptional organizational and interpersonal skills
  • Impeccable written and verbal communication skills
  • Self-starter who takes initiative and learns quickly in a fast-paced environment
  • Strong commitment to continuous professional development and improvement of the team
  • Excellent client service aptitude and attitude
  • Excellent working knowledge of Microsoft Suite and Salesforce
  • Series 7 and 63
Responsibilities
  • Provide support to senior members of the Enterprise Coverage team
  • Help support sales and asset retention
  • Assist in managing product and platform launches
  • Facilitate onboarding with introductory calls, platform demonstrations, and support
  • Stay updated on industry trends and market developments
  • Demonstrate the features and benefits of the CAIS platform to advisors
  • Record all client activities in Salesforce

CAIS is a leading fintech platform that offers a unique working environment where employees can directly contribute to simplifying complex financial transactions between independent financial advisors and top-tier alternative asset managers. The company has facilitated over $25 billion in transaction volume, demonstrating its success and reliability in a high-stakes industry. By joining this team, you'll work at the intersection of technology and finance, helping to empower thousands of advisors managing trillions in assets, which can be incredibly rewarding and impactful for career growth.

Company Stage

Series B

Total Funding

$306M

Headquarters

New York, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

5%

1 year growth

11%

2 year growth

33%