Alternative Investments Product Specialist – Eastern Region

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.
• Cook up and execute tailored product launch strategies.
• Coordinate and execute manager due diligence and selection processes.
• Aid in the planning and execution of roadshows and conferences.
• Aid in the creation of product marketing collateral.
• Collaborate with the sales team on client pitches, product positioning, and sales campaigns.
• Build excellent working relationships across multiple lines of business and corporate functions.
• Handle special projects and additional responsibilities as determined by capacity, skill, and interest.
• Leverage AI-assisted workflows for fund research, pitch preparation, and client follow-up.

Qualifications

• 5-10+ years of internal and/or external sales experience in the alternatives space.
• Bachelor’s degree in business, economics, finance, or a related discipline required.
• Exceptional organizational and interpersonal skills.
• Impeccable written and verbal communication skills.
• Self-starter who takes initiative and learns quickly in a fast-paced environment.
• Strong commitment to continuous professional development and improvement of the team.
• Excellent client service aptitude and attitude.
• Excellent working knowledge of Microsoft Suite and Salesforce.
• Series 7 and 63 required.
• Comfort using AI tools (e.g., Claude, ChatGPT, N8N) for research synthesis, materials preparation, and client communications.