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

The incredible people at CAIS
directly ensure our success

“At CAIS, we hire the absolute best talent - those who share our core values and vision for creating a place where every team member feels they truly belong, can make an impact, and are empowered by one another. We are entrepreneurs, collaborators, industry transformers, and lifelong learners. We are committed to cultivating a community and environment that foster respect; and this commitment guides us as we seek out likeminded individuals who bring diverse experiences, perspectives, and identities to our team. Our unique differences not only inspire us as individuals, but spark innovation, and ensure a stronger team.”

Penny DeFrank
Managing 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.

“CAIS welcomes and encourages everyone to bring their unique perspectives, backgrounds, and identities to the table, which not only empowers us as individuals, but makes our teams stronger as well."
Tatianna Brown
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

Culture at CAIS

CAIS prides itself in creating an office environment that’s a safe place for its employees— where they can be their authentic self and not minimize who they are or what they have to say. That’s because we recognize talent comes in all shapes and sizes, all colors in the crayon box, from all corners of the planet—no matter who or what they choose to love or worship.

Join Us

You’ll really like it here...

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