Current jobs related to Alternative Investments Product Specialist - Washington DC USA - CAIS

  • CAD Specialist

    4 weeks ago

    Washington, DC , USA, United States Alternative Experts LLC Full time

    **Job Summary**We are seeking a highly skilled CAD Specialist to join our team at Alternative Experts LLC. As a CAD Specialist, you will be responsible for providing CAD and drafting support services to our clients in the engineering and architecture fields.Key Responsibilities:Utilize Bentley MicroStation and AutoCAD software to create, modify, and convert...

  • Strategic Investment Partner

    4 weeks ago

    Washington, DC , USA, United States The World Bank Group Full time

    Key Responsibilities:We are seeking a highly skilled Investment Officer to join our team at The World Bank Group. As an Investment Officer, you will work closely with global energy hub leads, sector leads, and technical specialists to support management and investment teams globally in project structuring and execution.Key Responsibilities:Work closely with...

  • Alcohol Product Specialist

    4 weeks ago

    Tallahassee, FL , USA, United States Product Connections Full time

    Job Posting: OverviewProduct Connections is seeking a skilled Alcohol Product Specialist to join our team. As an Alcohol Product Specialist, you will be responsible for sampling and introducing customers to new and exciting spirits products within our Sams Club location.Key Responsibilities:Maintain a professional appearance consistent with the job...

  • Administrative Support Specialist

    3 weeks ago

    Washington, DC , USA, United States Alternative Experts LLC Full time

    Job Description:The Administrative Assistant plays a vital role in supporting the Department of Labor (DOL) Office of Job Corps. This position requires the ability to work with various levels of government personnel, including Executive Directors, Deputy Directors, and DOL staff. The successful candidate will be responsible for providing administrative...

  • Production Specialist

    1 month ago

    Washington, DC , USA, United States VTG Full time

    Overview:VTG is seeking a Production Specialist to support the planning, design, construction, delivery, and testing of ships for the Guided Missile Frigate (FFG) Program Office (PMS 515). The successful candidate will work at the Washington Navy Yard (WNY), Washington, D.C., and be responsible for providing professional support services to PMS...

  • Senior Investment Analyst

    1 month ago

    Washington, DC , USA, United States Capital Engineering Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Analyst to join our team at Capital Engineering. As a key member of our investment team, you will be responsible for sourcing and evaluating new investment opportunities, executing on investment theses, and supporting our portfolio companies.Key ResponsibilitiesEvaluate potential investment...

  • Clean Energy Investment Professional

    1 week ago

    Washington, DC , USA, United States RER Solutions Full time

    About RER SolutionsRER Solutions, Inc., is a forward-thinking company that values its employees and strives to create a positive work environment. We are committed to providing outstanding leadership and exceptional benefits to our team members.Job SummaryWe are seeking an experienced Energy Investment Advisor to join our team at RER Solutions, Inc. The...

  • Associate - Infrastructure Specialist

    2 months ago

    Washington, United States US051 Mercer Investments LLC Full time

    Description: At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We are in the business of creating more secure and rewarding futures for our clients and their employees — whether we are designing affordable health plans, assuring income for retirement, or aligning...

  • Financial Planning Specialist

    1 month ago

    Bridgewater, NJ , USA, United States Fidelity Investments Full time

    Job Summary:As a Financial Planning Specialist at Fidelity Investments, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial situations, provide personalized investment advice, and develop comprehensive financial plans.The Ideal Candidate:Has a strong understanding of...

  • Financial Counselor-Evening Shift

    3 weeks ago

    Washington DC, United States Fidelity Investments Full time

    Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

  • Financial Services Customer Service Representative

    3 weeks ago

    Washington DC, United States Fidelity Investments Full time

    Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

  • Financial Planning

    3 weeks ago

    Washington DC, United States Fidelity Investments Full time

    Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

  • Consultant, Customer Experience Strategist

    2 weeks ago

    Washington DC, United States Fidelity Investments Full time

    Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

  • Senior Credit Risk Specialist

    4 weeks ago

    Washington, DC , USA, United States RER Solutions Full time

    Senior Credit Risk SpecialistRER Solutions, Inc. is seeking a highly skilled Senior Credit Risk Specialist to join our team in Washington, DC. As a key member of our credit risk management team, you will provide critical support to the Department of Energy's Loan Programs Office.Assist senior-level management in researching credit and project risks...

  • GIS Specialist, Sr. II

    16 hours ago

    Washington, United States Alternative Experts LLC Full time

    Job Type Full-time Description We are a seeking an on-site Senior GIS Specialist II to support the United States Department of Defense (DOD) Spatial Data Standards for Facilities, Infrastructure, and Environment (SDSFIE) as a subject matter expert to provide services for the collection, production, analysis, dissemination and maintenance of consistent and...

  • Investment Banking Associate Program at Wells Fargo

    4 weeks ago

    Washington, DC , USA, United States Wells Fargo Full time

    About the Investment Banking Associate ProgramWells Fargo is seeking talented individuals to join the 2025 Investment Banking Associate Program. This program provides a comprehensive eight-week training program in Charlotte, followed by work with a business unit. The training combines classroom instruction in financial accounting, credit analysis, products,...

  • Chief Products Officer

    1 month ago

    Washington, Washington, D.C., United States IDB Invest Full time

    About IDB InvestIDB Invest is a leading international financial institution that aims to drive sustainable development in Latin America and the Caribbean. Our mission is to support innovative and impactful projects that promote regional social and environmental development.Job SummaryWe are seeking a highly experienced and skilled Chief Products Officer to...

  • Financial Planning Specialist

    4 weeks ago

    Morristown, NJ , USA, United States Fidelity Investments Full time

    **Job Summary**We are seeking a skilled Financial Planning Specialist to join our team at Fidelity Investments. As a Financial Planning Specialist, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve those goals.**Key Responsibilities**Build and maintain strong...

  • Investment Consultant

    4 weeks ago

    Washington DC, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...

  • Financial Services Consultant

    1 week ago

    Washington, DC, United States Fidelity Investments Full time

    Job OverviewFidelity Investments seeks a skilled Wealth Planner to join its team. As a trusted advisor, you will empower clients to achieve their financial goals by providing expert guidance and personalized planning.Salary and BenefitsThe estimated annual salary for this position is $60,000 - $80,000, depending on job responsibilities, geographic location,...

Alternative Investments Product Specialist

4 weeks ago

Washington DC USA, United States CAIS Full time
Alternative Investments Product Specialist

CAIS is a pioneer in democratizing access to and education about alternative investments for independent financial advisors. As an Alternative Investments Product Specialist, you will play a key role in empowering advisors to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions.

Key Responsibilities
  • Initiate and execute new client relationships within Registered Investment Advisors and Independent Broker Dealers in the Greater Washington D.C. Area
  • Develop expertise on all CAIS investment products, including Hedge Funds, Private Equity Funds, '40 Act Funds, Equity and Debt Syndicate, and Structured Solutions
  • Prepare presentations and materials for client meetings
  • Coordinate and execute tailored product launch strategies
  • Coordinate manager due diligence and selection processes to provide best-in-class investment products to clients
  • Assist in the planning and execution of roadshows and conferences
  • Assist in the creation of product marketing collateral
  • Work alongside the sales team on client pitches, product positioning, and sales campaigns
  • Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding
Qualifications
  • 5+ years of external sales experience 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

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 are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

CAIS' compensation package includes a market-competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $150,000 - $200,000. Actual compensation is influenced by a wide array of factors, including but not limited to skill set, level of experience, and specific office location.

CAIS offers 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. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.