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The Enterprise Business Development Senior Associate will support the sales team in scheduling demos, preparing sales materials, conducting market research, managing CRM data, and collaborating with the marketing team. They will also stay updated on industry trends, contribute to customer satisfaction, and develop product knowledge. The role requires excellent communication skills and 3+ years of experience in Financial Services or Technology.
The Structured Notes Product Specialist will expand and manage relationships with clients in the financial services sector, particularly focusing on structured notes. Responsibilities include generating new business, maintaining existing relationships, and educating financial advisors about structured investment products while collaborating with internal teams.
The Alternative Investments Product Specialist will initiate client relationships, develop expertise on CAIS investment products, prepare presentation materials, execute product launch strategies, and assist in planning events. This role requires close collaboration with the sales team, manager due diligence, and contribution to marketing collateral and roadshows.