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The Structured Notes Product Specialist will develop and execute business plans for structured notes, generate new client leads, maintain existing relationships, and educate financial advisors about investment products. This role requires initiating client relationships and collaborating internally to fulfill client needs while delivering excellent client service.

The Alternative Investments Product Specialist will generate new business with Independent Broker Dealers, support product and distribution teams, and develop expertise in CAIS investment products. Responsibilities include client relationship management, preparing presentations, executing product strategies, and assisting in marketing and due diligence processes.

The Vice President of Investment Research at CAIS will source, review, and monitor alternative asset managers and investment strategies. Responsibilities include conducting due diligence on private markets, developing financial models, participating in the investment process, attending annual meetings, and collaborating with associates and stakeholders to support research and underwriting efforts.

Join CAIS as an Enterprise Business Development Senior Associate in Austin. Support senior business development professionals in winning and onboarding large Independent Broker Dealers, RIA Aggregators, and Bank & Trusts. Responsibilities include scheduling demos, preparing sales materials, conducting market research, managing CRM data, and collaborating with the marketing team. Qualifications include 3+ years of experience in Financial Services or Technology, a Bachelor's degree in business or finance, excellent communication skills, and proficiency in Microsoft Office applications. Prior experience with Salesforce or similar CRM is required.

The Fund Delivery Manager at CAIS will lead fund onboarding projects, ensuring alignment with business objectives while collaborating with cross-functional teams. Responsibilities include project delivery oversight, client liaison, process improvement, and maintaining project tracking tools to support business development and ensure successful product implementation.

The role involves supporting the Business Development team by maintaining relationships with existing investors, developing product knowledge, and coordinating meetings and communications with clients and asset managers.

The Alternative Investments Product Specialist will build client relationships with Registered Investment Advisors and Independent Broker Dealers, develop expertise in CAIS investment products, prepare client presentations, coordinate product launches, assist in due diligence, and support the sales team with pitches and marketing efforts.