Structured Notes Product Specialist

4 weeks ago


New York, New York, United States CAIS Full time
Job Title: Structured Notes Product Specialist

CAIS is a pioneer in democratizing access to and education about alternative investments for independent financial advisors. We empower them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions.

We are seeking an experienced sales professional to join our Structured Notes team based on the West Coast. This high-impact position will play an instrumental role in expanding relationships with RIAs, Independent Broker-Dealers, and Bank & Trusts clients.

Responsibilities:

  • Initiate and execute new client relationships alongside the team in an assigned region
  • Develop and execute a business plan to generate new structured notes business in the independent wealth management channel
  • Develop new leads and originate calls / in-person meetings
  • Market structured solutions offerings to prospects and clients
  • Develop customized solutions for clients to address their investment objectives
  • Service existing client relationships and fulfill any request for assistance or information
  • Liaise with internal teams to ensure client needs are met in a timely fashion
  • Prepare presentations and materials on behalf of the senior sales professional for client meetings
  • Develop expertise on all CAIS products, business activities and infrastructure
  • Assist Marketing in creating educational materials to educate and promote structured solutions

Qualifications:

  • A minimum of 5 years of experience in the financial services industry
  • Bachelor's degree in business, economics, finance, or a related discipline
  • Strong background in fixed income, equity derivatives, and structured notes
  • Experience in wholesaling structured products, ETFs, mutual funds, or other financial products
  • Impeccable written and verbal communication skills
  • Excellent client service aptitude and attitude
  • High level of personal integrity and ability to consistently deliver high-quality work product
  • Experience coordinating multiple competing priorities in a fast-paced and changing environment
  • Advanced working knowledge of Microsoft Office, specifically Excel
  • Client Relationship Manager system experience, specifically Salesforce
  • Series 7, 63 and/or 66

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation.

We offer a comprehensive benefits package that includes generously subsidized healthcare with 100% employer-paid dental and vision insurance, an employer-matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week.



  • New York, New York, United States Hispanic Technology Executive Council Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to lead our Cross Asset Structured Notes Middle Office team. As a key member of our Markets Operations organization, you will be responsible for ensuring the smooth operation of our Structured Notes business, including the management of trade lifecycle, risk management, and control...


  • New York, New York, United States CAIS Full time

    Key ResponsibilitiesAs a Senior Enterprise Vice President of Structured Notes, you will be responsible for managing key account relationships to drive structured notes sales and asset retention through proactive strategic client management and engagement.Collaboration and CommunicationYou will collaborate with other relationship managers, sales teams, and...


  • New York, New York, United States Kalshi Full time

    Market Structure SpecialistKalshi is seeking a skilled Market Structure Specialist to join our Contracts team. As a key member of our team, you will be responsible for identifying and structuring new markets for our event contracts platform. Your expertise in financial markets, derivatives, and trading strategies will be essential in determining the ideal...


  • New York, New York, United States Coda Search│Staffing Full time

    Job Title: Structured Products StrategistWe are seeking a highly skilled Structured Products Strategist to join our team at Coda Search│Staffing. As a key member of our investment team, you will be responsible for providing quantitative analysis and strategic insights to support our structured products investment strategy.Key Responsibilities:Develop and...


  • New York, New York, United States FactSet Full time

    Job Summary:FactSet is seeking a Principal Product Manager (TCA & Market Structure Specialist) to join our Institutional Buy Side group. As a member of this team, you will be responsible for guiding specific areas of our Execution Management System (EMS) based on our strategic vision and client requests. You will work closely with Sales, Engineering, and...


  • New York, New York, United States Centric Brands Full time

    Product Development SpecialistCentric Brands is a leading lifestyle brand collective that designs, sources, markets, and sells high-quality products in multiple segments, including women's, men's, and kids' apparel, accessories, entertainment, and beauty.We are defined by innovation as we seize new opportunities and thrive in an environment informed by...


  • New York, New York, United States BMO Financial Group Full time

    BMO Financial Group is a leading financial institution that offers a wide range of financial services. We are seeking a highly skilled and experienced Structurer to join our Structured Credit Origination team.The ideal candidate will have extensive experience in structuring collateralized loan obligations (CLOs) backed by broadly syndicated loans, private...


  • New York, New York, United States Medical Forefronts Management Solutions Full time

    Job SummaryThe Structural Maintenance Specialist is responsible for ensuring the physical structure of the ASC is in accordance with applicable safety standards and maintained to guarantee patient safety.Key responsibilities include:Scheduling and conducting regular inspections and maintenance of building equipment, including elevators, generators, HVAC...


  • New York, New York, United States BMO Financial Group Full time

    BMO Financial Group is a leading financial services provider, offering corporate and investment banking, treasury management, and research and advisory services to clients worldwide.We are seeking a highly skilled and experienced Structurer to join our Structured Credit Origination team.The ideal candidate will have extensive experience in structuring...


  • New York, New York, United States Bloomberg Full time

    Key Responsibilities: As a Senior Structured Products Cashflow Modeler at Bloomberg, you will be responsible for managing our library of cashflow models to ensure we deliver best-in-class data and analytics across various asset sectors of the structured finance market. You will diagnose complex user-reported issues with our products, working autonomously and...


  • New York, New York, United States BMO Financial Group Full time

    We are seeking a highly skilled and experienced Structurer to join our Structured Credit Origination team at BMO Financial Group. The ideal candidate will have extensive experience in structuring collateralized loan obligations (CLOs) backed by broadly syndicated loans, private credit, and middle market loans, related financing facilities (both rated and...


  • New York, New York, United States EXP Full time

    About EXPAt EXP, we bring together a diverse team of engineers, architects, designers, and scientists to solve complex challenges. Our entrepreneurial spirit and commitment to diversity make us a unique and exciting place to work.Our MissionWe strive to understand, innovate, partner, and deliver exceptional engineering, architecture, design, and consulting...


  • New York, New York, United States Marsh & McLennan Companies Full time

    Job SummaryMarsh & McLennan Companies is seeking a highly skilled VP, Structured Credit and Risk Management Specialist to join our team. The ideal candidate will have a strong background in structured credit and risk management, with experience in coordinating insurance placement solutions for clients and managing their accounts.Key Responsibilities...


  • New York, New York, United States BankTalent HQ Full time

    Job Title: VP; Product SpecialistBankTalent HQ is seeking a highly skilled VP; Product Specialist to join our team. The successful candidate will be responsible for understanding client requirements and structuring Asset Backed Securities transactions accordingly.Key Responsibilities:Interact with rating agencies, accountants, lawyers, syndicate, and trading...


  • New York, New York, United States Top Tier Reps LLC Full time

    Job OpportunityTop Tier Reps LLC is seeking a highly skilled Senior Structured Finance Specialist to join its team in New York. The ideal candidate will have 2-3 years of experience in asset-backed securitization and structured lending transactions, with a strong background in general capital markets or leveraged finance.Key Responsibilities:Structuring...


  • New York, New York, United States Abbott Full time

    Job Title: Clinical Lead Specialist, Structural Heart, TAVIAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000...


  • New York, New York, United States SMBC Full time

    Job Title:Structured Finance Acquisition SpecialistJob Summary:We are seeking a highly skilled Structured Finance Acquisition Specialist to join our team at SMBC. The ideal candidate will have a strong background in investment banking, financial modeling, and transaction advisory services, with a focus on the energy and infrastructure sectors.Key...


  • New York, New York, United States Tiger Brokers Full time

    Job Title:Lead Securities Product SpecialistCompany Overview:Tiger Brokers is a leading financial services company headquartered in Beijing, China. We aim to provide customers with simple, secure, and convenient investment experiences in the global financial market.Position Overview:We are seeking a product specialist with expertise in the US stock brokerage...


  • New York, New York, United States BofA Securities, Inc. Full time

    Job SummaryWe are seeking a highly skilled Product Specialist Vice President to join our team at BofA Securities, Inc.Key ResponsibilitiesUnderstand client requirements and structure Asset Backed Securities transactions accordingly.Interact with rating agencies, accountants, lawyers, syndicate, and trading desks during the execution of the transaction.Review...


  • New York, New York, United States Remedy Product Studio Full time

    Business Development RoleRemedy Product Studio is a rapidly scaling technology company that collaborates with and invests in prominent startups and SMEs to build and scale their digital products. We leverage data-driven agile approaches combined with high-performing teams as a cornerstone of our technology-first culture. At Remedy, we view our clients as...