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

The role focuses on building relationships with financial advisors, driving product adoption, and delivering client service while collaborating internally to support sales efforts.

The Advisor Services Analyst/Associate supports financial advisors through transactions, builds relationships by understanding workflows, and enhances service efficiency via automation and collaboration with internal teams.

Provide high-impact executive support to the COO: manage calendar, travel, expenses, meetings, and materials; take notes and track action items; build and maintain leadership decks; coordinate COO-led events, sponsorships, and cross-functional initiatives; support organizational frameworks like OKRs and operational projects while ensuring accuracy, prioritization, and timely delivery.

Oversee IT support activities, manage relationships with MSP, resolve IT issues, improve customer satisfaction, and create documentation.