Full-Time
Enterprise Coverage Senior Vice President
Posted on 4/23/2024
Fintech platform connecting advisors with asset managers
Fintech
Compensation Overview
$150,000 - $200,000Annually
+ Performance Bonus
Senior, Expert
New York, NY, USA
Required Skills
Sales
Communications
Salesforce
Marketing
Requirements
- 7+ years of relationship management, investor relations, business development or external 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
- Serve as a trusted partner to key clients, coordinating with CAIS's Enterprise-level relationship managers to ensure a seamless client and advisor experience
- Drive sales and asset retention through direct selling and strategic client relationship management
- Manage product and platform launches, collaborating with internal teams, General Partners, key clients, and CAIS regional sales to maximize sales opportunities
- Develop and maintain trust-based relationships with Research teams at all levels and with advisors
- Collaborate with CAIS research teams and GPs to align on industry trends, strategy, and pipeline
- Enhance client and advisor engagement by working with the Marketing team to create targeted campaigns and by developing client-focused collateral to support field-based sales
- Facilitate onboarding with introductory calls, platform demonstrations, and support, ensuring a smooth transition and addressing any issues
- Stay updated on industry trends and market developments to maintain CAIS’s competitive position
- Demonstrate the features and benefits of the CAIS platform to advisors, emphasizing new tools and functionalities
- Record all client activities in Salesforce
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