Careers

We are transforming wealth management. Help us change the game.

View open roles

A Commitment to Your Success

“At CAIS we are committed to investing in our people. Our team is filled with highly motivated self-starters who are always pushing the boundaries of innovation. We hope you consider joining our growing team of dynamic thinkers.”

Matt Brown
Founder & CEO

Diversity and Inclusion

Our people are our most valuable asset.

“In recruiting for our team, we welcome the unique contributions that come from diversity in thought, culture, and life experience. We believe challenges represent opportunities. A diverse, creative and vibrant environment spawns genius. Together, we can make a difference.”

Alessandra van der Meulen
Director, People Experience

Benefits

Healthcare Subsidized medical, free dental, and free vision
Free food and fitness Daily lunch allowance, fully stocked kitchen & $100/month for gym memberships
Generous PTO Up to 20 days of vacation, 9 paid holidays & 3 personal days
Team outings Monthly happy hours, team building activities & events including our annual Summer Offsite & Winter Holiday Party
401(k) matching CAIS offers a comprehensive 401(k) plan with a 4% match
Invest in people We believe in mentorship & meritocracy, promote from within & offer learning & development opportunities

Our Values

01

Be your authentic self.

“I’m inspired to bring my ‘whole self’ to work every day because it’s not just my work that’s valued, but also my unique contributions as an individual. We celebrate each other’s diverse backgrounds which collectively create the strong and creative fabric of CAIS."
Nusrat Ahmed
02

Play to win.

“CAIS allows me to make an impact in growing our business, both internally and with our clients.”
Jake Tracy
03

Success is a team sport.

“People here understand that success happens when we’re all in same boat, rowing in the same direction.”
Anita Munoz
04

Find a way. Then find a better way.

“There’s not a day that goes by where I’m not challenged, and I love that. There is always something to learn, improve, or teach.”
Koula Louros
05

Overcommunicate.

“Transparency and communication are top priorities. Regardless of tenure, everyone is encouraged to voice their opinions and ideas to strengthen and further grow the business model we know works.”
Anthony Generette
06

Own it.

“If you are a self-starter, the sky is the limit at CAIS.”
Sean Meehan

Join Us

You’ll really like it here...

Terms, Privacy Policy, Finra Brokercheck©, Form CRS, Shareholder Login
Copyright 2022