Capital Markets Product Specialist – East

Responsibilities

• Initiate and develop new client relationships alongside senior team members in an assigned region
• Build and execute a business plan targeting RIAs and independent wealth management firms
• Generate leads, originate calls, and drive in-person meetings with prospects and existing clients
• Distribute CAIS' suite of structured notes, defined outcome ETFs, and alternative investment products
• Develop tailored solutions aligned to client investment objectives
• Service existing relationships with a high-touch, responsive approach
• Cook up coordination with internal teams — trading, onboarding, and operations — to ensure client needs are met efficiently
• Develop deep fluency across all CAIS products, platforms, and workflows
• Leverage AI tools to support client preparation, product research, and outreach drafting — exercising commercial and compliance judgment on all outputs before client-facing use
• Contribute to special projects based on capacity, skill, and interest

Qualifications

• 2–3 years of experience in financial services, ideally in product distribution or a client-facing sales role
• Bachelor's degree in finance, economics, business, or a related field
• Strong background in structured products, equity derivatives, fixed income, or defined outcome strategies
• Experience wholesaling or distributing structured notes, ETFs, mutual funds, or similar investment products
• Excellent written and verbal communication skills; able to distill complex products for advisor audiences
• High integrity, strong attention to detail, and the ability to manage competing priorities in a fast-moving environment
• Demonstrated AI fluency: comfortable using AI-assisted tools for research, client prep, and communications, with sound judgment about when outputs require human review before use
• Salesforce experience preferred; comfortable adopting and working within a technology-enabled sales workflow
• Series 7 and 63 required

Pay

Base salary range for this role is $90,000 - $125,000.

Schedule

For most roles, we do require a minimum of 3 days in office per week.