CAIS is building the first truly open marketplace for alternative investments, where advisors and managers can engage and transact directly on a massive scale. CAIS provides streamlined execution to an expanding list of alternative investment funds, IPOs and follow-ons, structured notes and real assets. CAIS delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer. Our team is comprised of go-getters who tackle unique and exciting challenges daily, take ownership and pride in their work, and recognize that success is a team sport. Consider a career with CAIS and take a step into the future of wealth management.

The firm is seeking an experienced relationship management professional to spearhead and manage custodian relationships. Qualified applicants will have a minimum of seven years of experience in a relationship management capacity, preferably within a custodian firm. Working heavily integrated within the Operations and Sales teams, this person will be responsible for managing existing and generating new relationships within each major custodian. Qualified candidates will have a large network, great client service attitude and entrepreneurial spirit, and excellent organizational skills. 

Primary Objectives

• Form and maintain broad-based relationships with each major custodian through respective sales teams and relationship manager personnel
• Manage existing custodian relationships
• Surface leads, initiate, and execute new relationships with custodians
• Lead generation for potential CAIS clients sourced from custodian relationships and delivered to sales team
• Heavy travel for meetings and events; management and coordination for local and national custodian-centric events
• Form deep understanding of CAIS relationships with custodians and be able to identify, succinctly summarize, and creatively problem-solve issues we are jointly tackling
• Become a subject matter expert on friction and pain points with custodians
• Work closely with Operations team and broader firm to remove pain points for advisors, custodians, and CAIS through excellent and proactive problem solving and project management
• Effective project management of new strategic initiatives that CAIS is building in partnership with custodians
• Build excellent working relationships across multiple lines of business and corporate functions
• Identify and assist in planning and launch of joint, scalable marketing opportunities
• Projects and additional responsibilities to be determined based on capacity, skill, and interest

Qualifications

• 7+ years of relationship management experience; preferably in the custodian space
• Bachelor’s degree in business, economics, finance, or a related discipline required
• Exceptional organizational and interpersonal skills
• Impeccable written and verbal communication skills
• Self-starter who takes initiative and learns quickly in a fast-paced environment
• Excellent client service aptitude and attitude
• Excellent working knowledge of Microsoft Suite and Salesforce