CAIS · 2 days ago
Home Office Coverage, VP/SVP
New York, NY
Full-time
Hybrid
Mid, Senior Level
$150K/yr - $200K/yr
7+ years expCAIS is the leading alternative investment platform for independent financial advisors. The role involves deepening business with existing Enterprise clients through strategic relationship management and sales initiatives.
FinanceFinancial ServicesFinTechHedge FundsReal Estate Investment
Responsibilities
Serve as a trusted partner to key clients, coordinating with CAIS's Enterprise-level relationship managers to ensure a seamless client and advisor experience
Drive sales and asset retention through direct selling and strategic client relationship management
Manage product and platform launches, collaborating with internal teams, General Partners, key clients, and CAIS regional sales to maximize sales opportunities
Develop and maintain trust-based relationships with Research teams at all levels and with advisors
Collaborate with CAIS research teams and GPs to align on industry trends, strategy, and pipeline
Enhance client and advisor engagement by working with the Marketing team to create targeted campaigns and by developing client-focused collateral to support field-based sales
Facilitate onboarding with introductory calls, platform demonstrations, and support, ensuring a smooth transition and addressing any issues
Stay updated on industry trends and market developments to maintain CAIS’s competitive position
Demonstrate the features and benefits of the CAIS platform to advisors, emphasizing new tools and functionalities
Record all client activities in Salesforce
Qualification
Required
7+ years of relationship management, investor relations, business development or external sales experience covering national accounts 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
Proficiency in Salesforce and Microsoft Office Suite
Series 7 and 63
Benefits
Generously subsidized healthcare with 100% employer paid dental and vision insurance
An employer matched retirement plan
Wellness programs
Flexible PTO and generous parental leave
A flexible, hybrid in-office model
Company
CAIS
CAIS is a financial technology platform that provides independent wealth channels with access to alternative investments.
201-500 employees
H1B Sponsorship
CAIS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (5)
2023 (1)
2022 (3)
Funding
Current Stage
Growth StageTotal Funding
$406MKey Investors
Hamilton LaneReverence Capital PartnersEldridge Industries
2022-06-28Private Equity
2022-04-06Private Equity· $100M
2022-01-11Private Equity· $225M
Leadership Team
Matt Brown
Founder & CEO
Kan Kotecha
CTO
Recent News
2025-11-10
Company data provided by crunchbase