JobMesh

IBD Strategic Partnerships VP

CAIS · New York City, New York, US

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and...

Job description

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets. Private markets and alternative strategies are rapidly moving into the mainstream with advisors reshaping portfolios to include them. CAIS sits at the intersection of that shift—helping drive how alternatives are delivered, adopted, and scaled across the wealth channel. This role provides a unique opportunity to join an expanding platform while being closer to where the industry is going as a member of the Strategic Partnerships team at CAIS you wi...