The Alternative Investments Product Specialist will initiate and execute new client relationships, develop expertise in CAIS investment products, prepare client meeting presentations, coordinate product launch strategies, manage due diligence, assist in marketing collateral creation, and work closely with the sales team.

The Advisor Services Associate will provide exceptional client service by assisting with client requests, facilitating trades, and enhancing the user experience on the CAIS platform. Responsibilities include managing transaction processes, leading client demos, and collaborating with various teams to streamline operations.