Full-Time
Manager Coverage Director
Posted on 4/30/2024
Fintech platform connecting advisors with asset managers
Fintech
Senior
New York, NY, USA
Required Skills
Sales
Communications
Management
Salesforce
Requirements
- 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
Responsibilities
- 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
$306M
Headquarters
New York, New York
Founded
2009
Growth & Insights
Headcount