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Enterprise Client Service Vice President
3 months ago
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 32,000 advisors who oversee more than $4 trillion in network assets.
**Responsibilities**:
- Establish and nurture relationships with National and Regional Enterprise accounts, including direct interaction with Home Office contacts
- Gain deep expertise in the CAIS platform and investment products to effectively support and guide clients
- Drive successful outcomes for new and existing enterprise clients by promptly processing their requests, answering ad-hoc questions, and by proactively guiding them through the entire transaction process (subscription documents, transfers, capital calls, AML/KYC, redemptions, managing fund closings)
- Oversee communications on various Fund updates and related nuances; ensuring alignment with Enterprise Home Office contacts ahead of wider network communication
- Collaborate with various teams including Enterprise Business Development & Coverage, Marketing, Investments, Operations, Product and Technology to improve service delivery, platform functionality, and to maintain alignment on new fund launch details
- Conduct platform demonstrations, highlighting new platform features and workflows for clients
- Ensure consistent documentation of all client interactions including next steps, follow-ups, etc., and escalate key insights and takeaways with relevant internal stakeholders to ensure cross-functional alignment
- Develop new processes to further automate client workflows and create a seamless experience
- Oversee and develop a small team of employees, fostering a collaborative work environment, providing ongoing feedback and coaching, and driving professional growth through tailored development plans and performance evaluations
- Additional responsibilities will be determined based on capacity, skill, and interest
**Qualifications**:
- Bachelor's degree in economics, finance, or a related discipline
- 5+ years of client service, product management or investment operations experience at a fund or financial services firm
- FINRA Registrations Series 7, 63 required
- Experience in alternative investments required
- Strong client service orientation with the ability to manage multiple competing priorities
- Advanced working knowledge of Microsoft Office and CRM programs
- Exemplary oral, written, and interpersonal communication skills
CAIS' compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are in New York, New York, the base salary range for this role is $140,000-$180,000. Actual compensation is influenced by many factors including skill set, level of experience, and specific office location.
