Alternative Investments Product Specialist – Eastern Region

Alternative Investments Product Specialist – Eastern Region — CAIS, New York City, New York

This full-time opportunity invites you to shape how independent financial advisors access and engage with alternative investments. You'll serve as a critical link between practitioners and world-class asset managers, leveraging CAIS's innovative platform to expand advisor capabilities and client outcomes across the Eastern Region.

About the Role

The alternative investment landscape is evolving rapidly, and independent advisors need partners who understand both the strategies and the technology to deliver them effectively. At CAIS, this role focuses on bridging that gap. You will work directly with financial advisors to help them evaluate, understand, and integrate alternative investment solutions into client portfolios. Your expertise will inform how advisors engage with leading asset managers and utilize our comprehensive product and technology ecosystem.

What You'll Do

• Partner with independent financial advisors throughout the Eastern Region to understand their alternative investment needs and challenges
• Educate advisors on alternative investment strategies, market developments, and product structures
• Support advisor relationships with asset managers, facilitating product evaluation and implementation
• Demonstrate how CAIS platforms and technology solutions streamline advisor workflows
• Build and maintain strong client relationships across your territory
• Serve as an expert resource on alternative investments for advisors and cross-functional teams

What We're Looking For

• Strong background in alternative investments, investment products, or financial services
• Proven ability to explain complex investment concepts to varied audiences
• Excellent relationship-building and interpersonal communication skills
• Track record of success in a client or advisor-facing role
• Ability to work effectively across regions and with diverse teams
• Passion for broadening access to sophisticated investment strategies in the financial services industry

About CAIS

CAIS pioneered democratizing alternative investments for independent financial advisors. We provide a comprehensive platform of alternative investment products, technology solutions, and education that empowers practitioners to engage with leading asset managers at scale. Our mission is to enable independent advisors to compete effectively and serve their clients with the same sophistication as larger institutions.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.