Structured Notes Product Specialist - Midwest
CAIS
About this role
CAIS is a leading platform that democratizes access to alternative investments and technology solutions for financial advisors, supporting a large network of advisors overseeing trillions in assets. They focus on providing a range of investment strategies and advanced technology services, with a strong emphasis on client service and operational efficiency.
Skills
Qualifications
About CAIS
caisgroup.comCAIS is a leading alternative investment platform that provides investors, financial advisors, and institutions streamlined access to private equity, hedge funds, structured notes, and other alternative strategies. The company combines technology, curated product sourcing, due diligence, and operational support to help advisors and asset managers discover, evaluate, and distribute alternative investments at scale. CAIS also offers educational resources and channel partnerships to simplify execution and broaden access across wealth management and institutional channels.
Recent company news
Built In AustinCAIS
Aug 7, 2025
Wealth Solutions ReportCAIS Further Expands Alts Offerings As Demand Continues To Grow
Sep 30, 2025
Business WireREX Partners with CAIS, RBC Capital Markets, and Bloomberg Indices to Launch Autocallable Income ETF
4 weeks ago
Alternatives WatchCAIS adds 17 private markets firms to its advisor menu
Sep 29, 2025
Wealth ManagementCAIS Taps Tim Shannon, Brad Walker as Co-Presidents
Feb 26, 2025
About CAIS
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for CAIS.
Salary
$135k – $200k
per year
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