Enterprise Business Development Associate, CAIS
Alternative investment platform
Open for applications
Alternative investment platform
201-500 employees
Open for applications
201-500 employees
Company mission
To democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.
Role
Who you are
- Qualified applicants will have had experience supporting complex business development opportunities within financial services
- This individual must also thrive in a quickly evolving environment and be able to pivot priorities with great attention to detail and organizational skills
- They are creative, entrepreneurial problem solvers with strong interpersonal skills to help manage internal and external stakeholder relationships
- 2+ years of demonstrated experience in the Financial Services or Technology industries, with preference for selling wealth, investment, or financial data technology to Wealth Management firms
- Bachelor's degree in business, finance, or a related field
- Excellent verbal and written communication skills, with the ability to effectively communicate product features and benefits to prospective clients
- Proficiency in Microsoft Office applications, especially PowerPoint
- Prior experience with Salesforce or similar CRM required
- Willingness to travel as necessary to meet with clients and attend industry events
- Strong organizational and time-management skills, with a proven ability to manage multiple tasks and priorities effectively
- Self-motivated and goal-oriented, with a drive to achieve sales targets
- Passion for technology and an eagerness to learn about new products and industry trends
- Ability to work both independently as well as collaboratively within an entrepreneurial work environment
- Series 7 and 63 preferred or within 3 months of hiring
What the job involves
- We are seeking a personable, highly driven, organized, business development professional to join the Enterprise Business Development team
- This role will work closely with and in support of two senior business development professionals that are focused on winning and onboarding large Independent Broker Dealers, RIA Aggregators and Bank & Trusts to the CAIS ecosystem
- Support the sales team in scheduling demos, preparing sales materials, and managing CRM data to ensure smooth sales operations
- Assist in the preparation of materials for meetings, including the creation of decks, drafting proposals, and summarizing notes-- ensuring all necessary documents and information are available
- Conduct market research to identify new leads and potential markets for our SaaS products
- Assist in creating, maintaining and managing a pipeline of interested prospects and engage in follow-up communications to push leads through the sales funnel
- Participate in sales strategy meetings, providing insights and feedback from client interactions to help shape future sales approaches
- Document details of each prospective client interaction in Salesforce to improve the customer experience and drive deal closure
- Collaborate with the marketing team to align sales strategies with marketing campaigns and content
- Stay up-to-date with fintech industry trends and competitor activities to inform sales and business development strategies
- Contribute to the enhancement of customer satisfaction by providing exceptional service throughout the sales process
- Develop exceptional CAIS Solutions product knowledge, alternative asset class knowledge, and industry knowledge
Our take
Financial advisors often face challenges in accessing education and alternative investment funds due to the absence of an integrated platform for discovering these opportunities. This gap can hinder their ability to offer clients diverse investment options and make informed decisions.
CAIS addresses this need by providing an online marketplace that facilitates direct communication between financial advisors and asset managers regarding alternative investments. The platform sources expert advice across various sectors, including hedge funds, private equity, credit, real estate, and digital assets, allowing advisors to access valuable insights and opportunities.
With thousands of financial advisors utilizing its services, CAIS oversees more than $1.2T in assets. The company has partnered with major custodians like Fidelity and Schwab, collectively managing over $6T in assets for more than 15,000 advisors. Following substantial funding and achieving unicorn status in 2022, CAIS is now focused on advancing its technology, enhancing customer experiences, and digitizing product operations for both fund managers and financial advisors
Kirsty
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Apr 2022
$100m
LATE VC
Jan 2022
$225m
SERIES C
Total funding: $395m
Company benefits
- Healthcare & wellness: We offer highly subsidized medical, dental, vision plan options, and monthly reimbursements to support your lifestyle outside of work
- Coverage Waiver Allowance: Have benefits through another source? Receive a monthly allowance for waiving coverage
- Voluntary benefits: Enjoy discounted pricing on virtual marketplace retail benefits, pet insurance, legal, identity theft, critical illness, hospital coverage, and additional life and AD&D insurance
- Paid parental leave: New parents receive up to 16 weeks of fully paid leave
- Flexible PTO: Take the time you need in coordination with your team and manager. Plus, enjoy nine paid holidays throughout the year
- 401(k) matching: Participate in a comprehensive 401(k) plan with a 4% match
- Free Food: Take advantage of our in-office lunch program and a fully stocked kitchen
- Team events: Join our monthly happy hours, team building activities, and other events to ensure we stay connected
Company HQ
Midtown East, New York, NY
Articles
Leadership
Matt Brown
(Founder & CEO)Previously the Founder and Managing Principal at Brown Simpson Asset Management for 5 years and Managing Director at Fairfield Greenwich Group for 3 years.
Salary benchmarks
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