Structured Notes Product Specialist
15 hours ago
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.
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