Enterprise Business Development Senior Associate, CAIS
Austin
Alternative investment platform
Open for applications
Alternative investment platform
201-500 employees
Open for applications
201-500 employees
Company mission
CAIS' mission is to help financial advisors win new business, increase wallet share and improve client outcomes.
Role
Who you are
- 3+ years of demonstrated experience in the Financial Services or Technology industries, with preference for selling wealth, investment, or financial data technology to Wealth Management firms
- Bachelor's degree in business, finance, or a related field
- Excellent verbal and written communication skills, with the ability to effectively communicate product features and benefits to prospective clients
- Proficiency in Microsoft Office applications, especially PowerPoint
- Prior experience with Salesforce or similar CRM required
- Willingness to travel as necessary to meet with clients and attend industry events
- Strong organizational and time-management skills, with a proven ability to manage multiple tasks and priorities effectively
- Self-motivated and goal-oriented, with a drive to achieve sales targets
- Passion for technology and an eagerness to learn about new products and industry trends
- Ability to work both independently as well as collaboratively within an entrepreneurial work environment
- Series 7 and 63 preferred or within 3 months of hiring
What the job involves
- We are seeking a personable, highly driven, organized, business development professional to join the Enterprise Business Development team
- This role will work closely with and in support of two senior business development professionals that are focused on winning and onboarding large Independent Broker Dealers, RIA Aggregators and Bank & Trusts to the CAIS ecosystem
- Qualified applicants will have had experience supporting complex business development opportunities within financial services
- This individual must also thrive in a quickly evolving environment and be able to pivot priorities with great attention to detail and organizational skills
- They are creative, entrepreneurial problem solvers with strong interpersonal skills to help manage internal and external stakeholder relationships
- Support the sales team in scheduling demos, preparing sales materials, and managing CRM data to ensure smooth sales operations
- Assist in the preparation of materials for meetings, including the creation of decks, drafting proposals, and summarizing notes-- ensuring all necessary documents and information are available
- Conduct market research to identify new leads and potential markets for our SaaS products
- Assist in creating, maintaining and managing a pipeline of interested prospects and engage in follow-up communications to push leads through the sales funnel
- Participate in sales strategy meetings, providing insights and feedback from client interactions to help shape future sales approaches
- Document details of each prospective client interaction in Salesforce to improve the customer experience and drive deal closure
- Collaborate with the marketing team to align sales strategies with marketing campaigns and content
- Stay up-to-date with fintech industry trends and competitor activities to inform sales and business development strategies
- Contribute to the enhancement of customer satisfaction by providing exceptional service throughout the sales process
- Develop exceptional CAIS Solutions product knowledge, alternative asset class knowledge, and industry knowledge
Our take
Financial advisors often require education and increased access to alternative investment funds and products. However, the lack of an integrated platform for finding such opportunities causes difficulties within this profession.
CAIS provides an online marketplace where financial advisors and asset managers can liaise through direct communication in regard to alternative investments. Advice is sourced from experts in hedge funds, private equity and credit, real estate, and digital assets.
Its service is used by thousands of financial advisors who oversee over $1.2 trillion in assets. Furthermore, the startup’s largest custodians include Fidelity and Schwav who collectively aim to streamline over $6 trillion in assets for over 15,000 financial advisors.
After substantial funding and hitting unicorn status in 2022, the company is now focused on further advancing its technology, enhancing the customer experience through personalized experiences, and digitizing product operations for fund managers and financial advisors alike.
Kirsty
Company Specialist
Insights
Company
Funding (last 2 of 6 rounds)
Apr 2022
$100m
LATE VC
Jan 2022
$225m
SERIES C
Total funding: $395m
Company benefits
- Subsidized medical, free dental, and free vision
- Up to 20 days of vacation, 9 paid holidays & 3 personal days
- 401(k) 4% match
- Daily lunch allowance, fully stocked kitchen & $100/month for gym memberships
- Monthly happy hours, team building activities & events including our annual Summer Offsite & Winter Holiday Party
- We believe in mentorship & meritocracy, promote from within & offer learning & development opportunities
- Work from home opportunities
Company values
- Be your authentic self
- Play to win
- Success is a team sport
- Find a way. Then find a better way
- Overcommunicate
- Own it
Company HQ
Midtown East, New York, NY
Articles
Leadership
Jeremy Norton
(Asia Strategic Partner)Previously Senior Vice President at Castlestone Management for 2 years and Treasurer at The Cromehurst Foundation also for 2 years. Current Founder & Managing Director of AIPX, and Consultant at Cota Capital.
Matt Brown
(CEO)Previously Founder and Managing Principal at Brown Simpson Asset Management for 5 years and Managing Director at Fairfield Greenwich Group for 3 years.
Salary benchmarks
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