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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.
As an Alternative Investments Product Specialist for CAIS’s Eastern Region, a typical day centers on educating advisors on alts, fielding product questions, preparing pitch and diligence materials, and coordinating with product, sales, and operations so regional partners can evaluate and allocate with clear support.
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.
The listing is for New York City and is not marked remote; expect in-market Eastern Region coverage from NYC.
Support advisors with alternative-investment product education, materials, and regional partnership enablement on the CAIS platform.
Alts or wealth-platform experience, clear client communication, and comfort with product details over pure sales volume.
Website: cais.com
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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 Submit your application through this job listing to be considered for the Alternative Investments Product Specialist – Eastern Region position with…
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