Manager Coverage Director

Posted on 4/30/2024



201-500 employees

Fintech platform connecting advisors with asset managers



New York, NY, USA

Required Skills
  • 10+ years of relationship management, investor relations, business development or external sales experience covering national accounts in the alternative investment space
  • Bachelor’s degree in business, economics, finance, or a related discipline required
  • Comprehensive understanding and experience at the intersection of asset management and independent wealth management
  • Demonstrated expertise spanning a broad and diverse range of alternative investment products
  • Ability to deliver a complex and varied product and technology offering to sophisticated clients
  • Strong track record of building and maintaining client relationships with key decision makers
  • 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
  • Strategically expand and deepen partnerships with new and existing asset managers to facilitate their entry and growth within the independent wealth management channel
  • Oversee the seamless launch and ongoing management of asset managers on the CAIS platform, ensuring optimal performance and alignment with strategic objectives
  • Develop comprehensive strategies that align with both asset managers' distribution goals and the needs of independent wealth advisors
  • Work closely with senior management at partner firms to uncover data-driven business opportunities through CAIS platform technology
  • Participate in meetings with internal and external stakeholders to showcase independent wealth management channel expertise, articulate the immense fundraising opportunity, and highlight our rigorous due diligence process
  • Streamline sales communications by regularly updating external distribution team on positioning investment strategies, macroeconomic themes, and essential selling points to ensure targeted and consistent messaging
  • Assist in the planning and execution of manager roadshows and other engagement initiatives, enhancing visibility and interaction with key asset managers
  • Collaborate with the sales team to launch new products effectively, ensuring strategic product positioning and the success of sales campaigns/events
  • Establish and maintain excellent working relationships across various business lines and corporate functions to facilitate efficient product onboarding and integration
  • Build and lead a high-performing team, fostering a culture of excellence and innovation to advance strategic goals
  • Lead special projects and assume additional responsibilities as needed, tailored to leverage individual capabilities, skills, and interests
  • Develop and maintain a deep expertise across all CAIS investment products and business areas
  • Manage and regularly update manager materials to ensure they reflect the latest information and strategies, supporting ongoing education and engagement

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



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth