IBD Strategic Partnerships VP

About this role

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 will not only have an opportunity for entrepreneurship but also a chance to make an immediate impact.

We are seeking an experienced sales professional to join the Home Office Coverage team, covering our Enterprise clients including Independent Broker Dealer and Bank & Trusts. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical alternative investment products and platform technology. Working alongside their designated team, this person will be responsible for deepening business with our existing Enterprise clients. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.

Responsibilities

• Serve as a trusted partner to key clients, coordinating with CAIS's Enterprise-level relationship managers to ensure a seamless client and advisor experience

• Drive sales and asset retention through direct selling and strategic client relationship management

• Manage product and platform launches, collaborating with internal teams, General Partners, key clients, and CAIS regional sales to maximize sales opportunities

• Develop and maintain trust-based relationships with Research teams at all levels and with advisors

• Collaborate with CAIS research teams and GPs to align on industry trends, strategy, and pipeline

• Enhance client and advisor engagement by working with the Marketing team to create targeted campaigns and by developing client-focused collateral to support field-based sales

• Facilitate onboarding with introductory calls, platform demonstrations, and support, ensuring a smooth transition and addressing any issues

• Stay updated on industry trends and market developments to maintain CAIS’s competitive position

• Demonstrate the features and benefits of the CAIS platform to advisors, emphasizing new tools and functionalities

• Record all client activities in Salesforce

• Apply AI tooling across the sales cycle - from account research and pitch preparation through to follow-up and CRM documentation - operating in a model where routine synthesis is AI-assisted and your focus stays on strategic relationship management and judgment.

Qualifications

• 5+ years of relationship management, investor relations, business development or external sales experience covering national accounts in the alternatives 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

• Strong commitment to continuous professional development and improvement of the team

• Excellent client service aptitude and attitude

• Proficiency in Salesforce and Microsoft Office Suite

• Series 7 and 63

• Proficiency with AI tools applied to real sales workflows - research, materials prep, meeting debrief, pipeline analysis. At VP level, we expect you to be fluent, not learning: able to identify where AI accelerates your work and where it doesn't, and able to bring that thinking to your team.

CAIS is…