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Manager Coverage Vice President
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Full-time
- 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.
- As a liaison for asset manager distribution teams leveraging the CAIS platform, you will maintain regular touch points—keeping partners appraised of metrics, highlighting new or underutilized platform tools and capabilities, and by providing strategic insights that empower distribution teams to capitalize CAIS’ $4T independent wealth network.
- Review platform engagement metrics with partner firms, highlighting new or underutilized platform tools or capabilities that can streamline workflows and increase penetration within the channel
- Empower distribution efforts through providing ongoing updates on key selling points based on investment strategies and macroeconomic trends
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