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CAIS

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  • Alternative Investments Product Specialist - Southeast

    Remote, Southeast

    remote $150K-$200K

    Alternative Investments Product Specialist - Southeast Remote, Southeast 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 supports over 50,000 advisors who oversee more than $6 trillion in network assets. Working alongside their designated team, this person will be responsible for generating new business within Independent Broker Dealers in the Southeast markets as well as supporting product and distribution teams with fund manager coverage and client engagement. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical investment products. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit. Responsibilities - Initiate and execute new client relationships within Independent Broker Dealers in the Southeast - Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, '40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information - Prepare presentations and materials for client meetings - Coordinate and execute

  • Alternative Investments Product Specialist – Eastern Region

    New York City

    unspecified $150K-$200K

    Alternative Investments Product Specialist – Eastern Region New York City 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 supports over 50,000 advisors who oversee more than $6 trillion in network assets. Working alongside their designated team, this person will be responsible for generating new business within Independent Broker Dealers in the Eastern Region markets as well as supporting product and distribution teams with fund manager coverage and client engagement. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical investment products. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit. Responsibilities - Initiate and execute new client relationships within Independent Broker Dealers in the Eastern Region. - Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, '40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information - Prepare presentations and materials for client meetings

  • IT Support Manager / Microsoft Engineer (AI Forward)

    New York, NY

    unspecified $120K-$155K

    IT Support Manager / Microsoft Engineer (AI Forward) New York, NY 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 supports over 50,000 advisors who oversee more than $6 trillion in network assets. We are seeking someone who is the visible face of IT at CAIS headquarters. This role owns the day-to-day support experience-managing the support team, serving as the senior escalation point, and making sure employees can get things done. Alongside that, this person is a genuine practitioner of AI tools, using them to manage, maintain, and engineer solutions in the Microsoft ecosystem. This is an IT leadership role, not a software engineering or ML role. AI tools are how you do the work - not the work itself. The right person is practical and people-facing: comfortable with tools like Claude and Codex, able to get employees access to what they need, and enthusiastic about showing someone how to write their first useful prompt. The goal is to be the person who makes AI feel accessible, not intimidating. This role operates

  • IBD Strategic Partnerships VP

    New York, NY

    unspecified $140K-$200K

    IBD Strategic Partnerships VP New York, NY 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 supports over 50,000 advisors who oversee more than $6 trillion in network assets. Private markets and alternative strategies are rapidly moving into the mainstream with advisors reshaping portfolios to include them. CAIS sits at the intersection of that shift-helping drive how alternatives are delivered, adopted, and scaled across the wealth channel. This role provides a unique opportunity to join an expanding platform while being closer to where the industry is going as a member of the Strategic Partnerships team at CAIS you will not only have an opportunity for entrepreneurship but also a chance to make an immediate impact. We are seeking an experienced sales professional to join the Home Office Coverage team, covering our Enterprise clients including Independent Broker Dealer and Bank & Trusts. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical alternative investment products and platform technology. Working alongside their designated team, this

  • Alternative Investments - Internal Associate

    New York City

    unspecified $100K-$140K

    Alternative Investments - Internal Associate New York City 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 supports over 50,000 advisors who oversee more than $6 trillion in network assets. We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team. Qualified applicants will have at least two years of experience in financial services and the capacity to understand a diverse range of technical investment products. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process. Qualified candidates will have excellent attention to detail and organization skills, a great client service attitude and entrepreneurial spirit. Responsibilities - Provide support to senior members of the Business Development team whose objective is to build and deepen relationships with CAIS clients and prospects - Develop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge - Act as a point of contact

  • Advisor Services Analyst/Associate

    New York City

    unspecified $70K-$110K

    Advisor Services Analyst/Associate New York City 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 supports over 50,000 advisors who oversee more than $6 trillion in network assets. We are seeking a driven, forward-thinking Advisor Services Analyst/Associate to join our growing Client Service team in New York City. This role is designed for someone who believes exceptional service is built through deep client understanding, strong operational fundamentals, and smart use of technology . You will work directly with advisors while also helping transform recurring client needs into scalable, automated workflows that reduce manual effort and improve consistency. This is not a purely reactive service role. You will be expected to think like an operator-identifying friction, designing better processes, and partnering with Product and Technology to continuously shape and evolve how exceptional service is delivered at scale. Responsibilities: Client Service & Advisory Support - Serve as a primary point of contact for financial advisors and their teams, supporting transactions across the alternative investment lifecycle, including subscriptions, transfers, capital calls, AML/KYC, redemptions, fund closings,

  • Platform Engineer

    London

    unspecified Salary not disclosed

    Platform Engineer London 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 supports over 50,000 advisors who oversee more than $6 trillion in network assets. CAIS is seeking a Platform Engineer to join our high-performing team responsible for architecting, engineering, and maintaining the foundation of our cloud platform. The team designs and operates AWS infrastructure, manages CI/CD solutions, and builds observability systems that ensure reliability, scalability, and performance across CAIS's technology ecosystem. Ideal candidates are experienced in platform management, including source control, SDLC tooling, infrastructure as code, and CI/CD pipelines, with an understanding of how to measure and maintain platform health through effective monitoring and alerting. This is a great opportunity to join a growing team of innovators, problem solvers, and collaborators dedicated to elevating and scaling our platform. Key Responsibilities: - Design, build, and operate Kubernetes clusters on Amazon EKS, with an emphasis on reliability, scalability, and security - Troubleshoot and resolve issues within the Kubernetes environment, including networking, workloads, and cluster operations - Support the automation and maintenance of AWS