Home Office Coverage, VP/SVP
CAISNew York, New York, United States • Austin, Texas, United States • London, England, United Kingdom
Posted September 25, 2025
150000 - 200000 USD year
Full Time
About the Company
CAIS is a leading alternative investment platform serving over 2,000 wealth management firms and supporting more than 50,000 financial advisors. The company's core business includes providing a single operating system for the entire lifecycle of alternative investments and capital markets strategies, enabling scale and efficiency. CAIS is recognized for its innovation and leadership in the industry, with awards such as Alternative Investment Firm of the Year by Wealth Solutions Report and Best RIA Platform by SPi.
Job Description
CAIS is seeking an experienced Sales professional to join their Home Office Coverage team, serving Enterprise clients including RIAs, broker-dealers, and bank/trust firms. The role involves expanding existing client relationships, driving sales, and managing product launches to maximize assets under management. Candidates should have strong attention to detail, client service skills, and a passion for financial solutions.
Requirements
- Serve as a trusted partner to key clients.
- Drive sales and asset retention through direct selling and client relationship management.
- Manage product launches and maintain client trust.
Benefits
- Healthcare
- Dental Insurance
- Vision Insurance
- Retirement Plan
- Wellness Programs
- Flexible PTO
- Parental Leave
