About the position
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London. We are seeking an experienced and driven sales professional to join our Alternative Investments team, with a focus on covering the Mountain West region. This individual will be based in Colorado (Denver or surrounding cities) and will be responsible for cultivating new business relationships and expanding existing partnerships across Registered Investment Advisors (RIAs), RIA aggregators, Independent Wealth Managers, and Family Offices. The ideal candidate brings 10–12+ years of financial services experience, deep familiarity with alternative investment products, and a highly collaborative mindset. This is a dynamic opportunity to represent the CAIS platform across a fast-growing region while working cross-functionally with teams in product, marketing, and operations.
Responsibilities
- Build and deepen relationships with RIAs, aggregators, independent wealth managers, and family offices throughout Colorado and the broader Mountain West region
- Drive adoption of the CAIS platform by delivering consultative value to new and existing clients
- Develop fluency across the full suite of alternative investment offerings on CAIS, including Private Equity, Hedge Funds, ’40 Act Funds, Real Assets, Structured Products, and Syndicate offerings
- Serve as a point of contact for clients, responding to product inquiries, operational needs, and general support
- Collaborate closely with product and distribution teams to launch new investment strategies and execute targeted go-to-market efforts
- Support due diligence and selection processes to ensure high-quality manager offerings
- Prepare tailored materials and presentations for client meetings, virtual roadshows, and events
- Help coordinate and attend client events, conferences, and educational sessions throughout the region
- Work with internal stakeholders to ensure smooth onboarding and ongoing client engagement
- Contribute to special projects as needed across distribution, product, and marketing initiatives
Requirements
- 10–12+ years of experience in financial services, with a strong background in external or internal sales
- Bachelor’s degree in business, finance, economics, or related field
- Proven ability to build trusted advisor relationships in the RIA, independent wealth, and family office segments
- Deep understanding of alternative investment vehicles and portfolio construction principles
- Exceptional written and verbal communication skills; confidence presenting to senior-level audiences
- Highly organized, self-motivated, and comfortable operating with autonomy in a fast-paced, entrepreneurial environment
- Proficiency in Microsoft Office Suite and Salesforce
- FINRA Series 7, 63 and/or 66 licenses required
Benefits
- Market competitive salary
- Performance bonus
- Generously subsidized healthcare with 100% employer paid dental and vision insurance
- Employer matched retirement plan
- Wellness programs
- Flexible PTO
- Generous parental leave
- Hybrid in-office model
