Jobs at CAIS

The VP of Strategic Partnerships will manage relationships with enterprise clients in the financial services sector, driving sales and enhancing client engagement while overseeing product launches and aligning with internal teams.

The role involves supporting senior sales members by managing client relationships and inquiries, while developing knowledge of CAIS products and the alternative investments market.

Junior sales role supporting RIAs, broker-dealers, and bank & trust clients in an assigned region. Build relationships, originate leads, distribute structured notes, defined outcome ETFs, and alternatives, coordinate with internal teams, use AI tools responsibly for research/outreach, and support special projects.

The role involves generating new business within Independent Broker Dealers, managing client relationships, and providing expertise on alternative investment products such as hedge funds and private equity.

Lead and manage onboarding and implementation projects from initiation to launch. Scope solutions, gather requirements, track timelines in Confluence/Airtable, coordinate cross-functional stakeholders, identify and mitigate risks, communicate status to executives, support pre-sales and business development, and apply AI tools to accelerate routine workstreams.

The AI-Forward IT Support Engineer leads the support team, manages Microsoft environment, utilizes AI tools for solutions, and aids employees in using AI resources.