Executive Assistant to the Head of Fund Sales

The role

The Executive Assistant will support the Head of Fund Sales by managing a complex calendar and protecting their time. This role involves coordinating meetings, travel, and events while serving as a liaison for the sales organization.

What you will do

• Manage a complex calendar for internal leadership, asset-manager partners, and advisors
• Prioritize and protect the Head of Fund Sales' time
• Coordinate meeting preparation including agendas and briefing materials
• Draft or coordinate correspondence and follow-up
• Manage expenses, approvals, and administrative workflows
• Serve as a professional gatekeeper and point of contact
• Partner with Fund Sales leadership to support operating rhythm and business reviews
• Track priority follow-ups, commitments, and action items
• Manage end-to-end domestic travel and logistics
• Coordinate logistics for CAIS-hosted events, conferences, and offsites

Required qualifications

• 3+ years of experience supporting a senior executive, commercial leader, or high-performing team in a fast-paced environment
• Experience managing complex calendars, travel, expenses, events, and executive-level correspondence
• Exceptional organizational and prioritization skills
• Strong written and verbal communication skills
• High degree of discretion, emotional intelligence, sound judgment, and professionalism
• Proactive, resourceful, and solutions-oriented
• Advanced proficiency in Microsoft Office, including Outlook, Excel, PowerPoint, and Teams

Nice to have

• Bachelor's degree
• Experience in financial services, asset management, wealth management, fintech, or a related industry
• Familiarity with Salesforce or other CRM systems

Benefits

• Market competitive salary
• Performance bonus
• Subsidized healthcare
• 100% employer paid dental and vision insurance
• Employer matched retirement plan
• Wellness programs
• Generous PTO
• Parental leave

About the company

CAIS is a pioneer in democratizing access to and education about alternative investments for independent financial advisors. The company provides a broad selection of alternative investment strategies and industry-leading technology solutions.