Executive Assistant to the Head of Fund Sales

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 serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets.

We are seeking a highly organized, proactive, and discreet Executive Assistant to support CAIS's Head of Fund Sales. This is a high-visibility role at the center of our fund-sales organization, requiring sound judgment, exceptional attention to detail, and the ability to operate calmly and effectively in a fast-paced environment. The Executive Assistant will serve as a trusted extension of the Head of Fund Sales—protecting time, driving follow-through, and ensuring internal and external interactions are thoughtfully coordinated. The ideal candidate is energized by a commercial organization, enjoys bringing order to complexity, and anticipates needs before they arise.

Responsibilities

Executive Support & Calendar Management

• Own and strategically manage a complex calendar across internal leadership meetings, asset-manager partner meetings, advisor and wealth-firm engagements, conferences, and travel.
• Prioritize and protect the Head of Fund Sales' time; identify conflicts, preparation gaps, and opportunities to consolidate meetings or improve the operating cadence.
• Coordinate meeting preparation, including agendas, attendee details, briefing materials, and clear next steps.
• Draft or coordinate correspondence and follow-up on behalf of the Head of Fund Sales, using excellent judgment and a polished, relationship-focused tone.
• Manage expenses, approvals, and administrative workflows accurately and promptly.
• Handle sensitive information with discretion and serve as a professional gatekeeper and point of contact for internal and external stakeholders.

Sales Organization & Relationship Coordination

• Partner with Fund Sales leadership and cross-functional teams to support the team's operating rhythm, including leadership meetings, planning sessions, offsites, and regular business reviews.
• Track priority follow-ups, commitments, and action items; help ensure decisions and deliverables move forward on schedule.
• Coordinate high-priority client, advisor, wealth-firm, and asset-manager meetings, including attendee logistics, briefing materials, and post-meeting follow-up.
• Work as the liaison between fund sales team and other parts of the organization to coordinate client-facing meetings when needed

Travel, Events & Logistics

• Manage end-to-end domestic travel and logistics, including air, hotel, ground transportation, itineraries, meeting locations, and real-time adjustments.
• Coordinate logistics for CAIS-hosted events, industry conferences, team offsites, and select client or partner engagements involving the Head of Fund Sales.

Operational Excellence

• Bring structure to a fast-moving sales environment through strong organization, thoughtful process, and consistent follow-through.
• Maintain orderly records, shared materials, and administrative processes so priorities and relevant context are easily accessible.
• Identify ways to improve workflows and reduce administrative friction across the Fund Sales organization.
• Provide coverage for other Executive Office needs, as appropriate.

Qualifications

• Bachelor's degree preferred.
• 3+ years of experience supporting a senior executive, commercial leader, or high-performing team in a fast-paced environment; financial services, asset management, wealth management, fintech, or a related industry is strongly preferred.
• Demonstrated experience managing complex calendars, travel, expenses, events, and executive-level correspondence.
• Exceptional organizational and prioritization skills, with a demonstrated ability to manage multiple competing priorities without losing attention to detail.
• Strong written and verbal communication skills and the confidence to interact professionally with senior executives, clients, advisors, and asset-manager partners.
• High degree of discretion, emotional intelligence, sound judgment, and professionalism.
• Proactive, resourceful, and solutions-oriented; able to anticipate needs and work independently while staying closely aligned with stakeholders.
• Advanced proficiency in Microsoft Office, including Outlook, Excel, PowerPoint, and Teams; familiarity with Salesforce or other CRM systems is preferred.
• Availability to work from CAIS's New York City office approximately four days per week, with flexibility around travel, events, and occasional needs outside standard business hours.

What Success Looks Like

• The Head of Fund Sales is consistently prepared, focused on the highest-value priorities, and able to move efficiently between internal and external commitments.
• Key sales relationships, meetings, and follow-ups are coordinated with polish and without administrative friction.

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.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.

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 $X - $X. 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 require a minimum of 3 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.

We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.