Enterprise Relationship Management Associate

• CAIS is building the first truly open marketplace for alternative investments, where financial advisors and asset managers engage and transact directly on a massive scale. 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; thus, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry leading learning system, CAIS IQ, that helps advisors learn faster, remember longer, and improve client outcomes.

We are seeking a personable, highly driven, organized, and inquisitive team member to join the Enterprise team comprised of Business Development, Relationship Managers, and Project Managers. This role will work closely with and in support of Relationship Managers on the Enterprise team. Qualified applicants will have had exposure to supporting complex relationships within financial services and are able to identify synergies between clients and CAIS to provide streamlined platform solutions. This individual must thrive in a quickly evolving environment and be able to pivot priorities with an uncanny attention to detail. They are creative, entrepreneurial problem solvers, and are pro-active, service-oriented collaborators with strong presentation skills to lead client conversations.

Responsibilities

• Collaborate with external and internal Project Managers to strategically implement new business and meet ongoing client requests to ensure continued satisfaction
• Develop expertise on CAIS to guide platform adoption with prospective and existing clients.
• Support Relationship Managers with existing Enterprise relationships
• Effectively and proactively communicate relationship status to internal stakeholders
• Proactively cultivate knowledge and understanding of firm initiatives, platform growth, and industry ecosystem
• Build excellent working relationships across multiple lines of business and corporate functions including Research, Marketing, Product Specialists, Operations, Client Service, and Technology

Qualifications

• Exceptional organizational and interpersonal skills
• Prior experience in a small to mid-sized firm or startup environment preferred
• 1-3+ years of experience in a client service/relationship management role within financial services
• Self-starter who takes initiative and learns quickly in a fast-paced environment
• Bachelor's degree in business, economics, finance, or a related discipline
• Excellent relationship management aptitude and attitude
• Series 7, 63, and/or 66 within first 3 months of starting
• Client-first mentality with ability to manage client expectations and requests
• Impeccable written and verbal communication skills
• Strong commitment to continuous professional development and improvement of the team

CAIS' compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $100,000 - $125,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/careers