- Company: CAIS
- Location: New York City, New York
- Full Time
- New York City, New York
- Apply on company site
CAIS at a glance
cais.comSEC filings mentioning "CAIS": 288 — search EDGAR
5 employees covered under a retirement plan (2014 filing) — via DOL Form 5500 / EFAST2
CAIS is a technology and distribution platform connecting financial advisors with alternative investments. The Product Specialist role supports advisors and partners on alt-investment products across the Eastern Region from New York City.
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.
Apply now
Takes about a minute — like Indeed Apply. The employer sees you in their Candidates list.
To apply for this job please visit www.adzuna.com.
Explore CAIS online
Working in New York City, New York
Weather right now in New York City, New York: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind: · Pollen:
New York City is the U.S.’s most populous city, at the southern tip of New York State on New York Harbor, with five boroughs: Manhattan, Brooklyn, Queens, the Bronx, and Staten Island. Finance and client meetings concentrate in Manhattan; transit and dense neighborhoods shape daily commute patterns.
🇺🇸 Relocation safety for US: Exercise Normal Caution — via Warnely, CC BY 4.0
National unemployment rate in US: 4.2% — via World Bank
Private-sector wage growth (year over year): 3.3% — via FRED
National quits rate: 1.9% — via FRED (BLS JOLTS)
Weekly initial unemployment claims: 215,000 — via FRED
GDP per capita in US: $90,027 — via World Bank
Consumer price inflation in US: 2.9% (annual) — via World Bank
Real GDP growth in US: 2.2% (annual) — via World Bank
Average hours worked per year in US: 1,800 — via OECD
Home prices in New York (year over year): +6.1% — via FRED
Nearby history: City Hall Subway Station (IRT), listed 2004 (119m away) — via National Register of Historic Places
Typical climate: average high 64°F / low 42°F year-round (summers around 84°F, winters around 24°F) — via NOAA 1991-2020 Normals
Walkability: Most walkable (16.2/20) — via EPA National Walkability Index
Typical rent nearby: $2,655/mo (1BR) · $2,910/mo (2BR) — via HUD Fair Market Rents
- Elevation 25m (82 ft)
About this role & career path
This specialist path sits between product expertise and client-facing coverage: deep knowledge of alternative strategies, strong communication with RIAs and wealth teams, and regional relationship ownership. Progress often builds toward senior product, capital introduction, or broader platform coverage roles in alts distribution.
Build the skills for this role
Prioritize alternatives product knowledge, advisor-facing communication, and CRM discipline. General learning options (not role-specific licenses) include free resources such as Saylor Academy — Health Sciences courses (free) and Coursera — audit-track healthcare courses (free to learn); treat these as supplemental only for this finance role.
- Explain CAIS’s platform role connecting advisors to alternative investments.
- Walk through how you simplify complex alts for non-specialist advisors.
- Describe Eastern Region coverage: pipeline, follow-ups, and partner enablement.
- Prepare product diligence talking points and objection handling examples.
Strong fit if you enjoy translating alternative investments for advisors, thrive in a New York–based, client-facing rhythm, and want a specialist seat on a fintech/alts distribution platform rather than pure portfolio management.
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
Listing facts
- Role Alternative Investments Product Specialist – Eastern Region
- Employer CAIS
- Location New York City, New York
- Type Full Time
- Posted May 22, 2026
- Apply by 2026-08-01
- Country context US
- Overview Full original description on this page (352 words; rewritten for clarity, not a teaser paste)
Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.
Employer website
Explore related openings
Occupation family: Alternative Investments Product Specialist – Eastern Region
Research this employer
Pull public facts we already cached for this company (Wikipedia, news, discussions). We never invent Glassdoor-style ratings.
Open interview kit (print-friendly)
Get email alerts for similar jobs
Keep exploring on Get A Job.ai
Not quite the right fit? Your next opportunity is a click away.
- Browse all jobs
- More jobs by category
- Remote jobs you can do from anywhere
- Research typical pay for this role
- Set a job alert so new matches reach you first
- Upload your resume to apply faster
- Register now to access our free AI resume builder
Hiring instead? Post a job and reach candidates searching right now.