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Caia Jobs in Oregon (NOW HIRING)

CFA, CFP, CIMA, CAIA, MBA a plus With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial ...

Caia information

See Oregon salary details

$83K

$140.5K

$184K

How much do caia jobs pay per year?

As of Aug 20, 2026, the average yearly pay for caia in Oregon is $140,493.00, according to ZipRecruiter salary data. Most workers in this role earn between $113,100.00 and $167,100.00 per year, depending on experience, location, and employer.

What is a CAIA?

A CAIA (Chartered Alternative Investment Analyst) job typically involves roles in alternative investments, such as private equity, hedge funds, real assets, and structured products. Professionals with a CAIA designation often work in asset management, investment banking, risk management, or institutional investing. Their responsibilities may include portfolio analysis, due diligence, risk assessment, and strategy development. The CAIA designation is highly regarded in the financial industry for those specializing in alternatives.

What are the key skills and qualifications needed to thrive in the CAIA position, and why are they important?

To thrive as a CAIA (Chartered Alternative Investment Analyst), you generally need expertise in alternative investments, financial markets, risk management, and a relevant finance or business degree. Passing both levels of the CAIA exam and staying familiar with financial modeling tools and investment analysis software are typically expected. Excellent analytical thinking, attention to detail, and strong communication skills help set a CAIA professional apart. These competencies are essential for making informed investment recommendations, understanding complex products, and effectively communicating with clients and stakeholders.

What types of career advancement opportunities exist for professionals with the CAIA designation?

Earning the CAIA designation can open doors to a variety of career paths within the alternative investments industry, such as asset management, hedge funds, private equity, and portfolio analysis. With experience, CAIA charterholders often move into senior analyst positions, portfolio management, or leadership roles within investment firms. Networking through the CAIA Association and ongoing professional development can further enhance opportunities for advancement. Many employers value the CAIA credential as a mark of specialized expertise, making it easier to stand out when seeking promotions or new roles.

Infographic showing various Caia job openings in Oregon as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $140,493 per year, or $67.5 per hour.

Full-time

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Job description

Regional Vice President
Alternative Investments Products
The Advisors Asset Management (AAM) Alternative Investments Regional Vice President is responsible for leading the sales and marketing strategy for AAM’s alternative investment products within the assigned region. This role supports a rapidly expanding suite of alternative solutions spanning multiple private market asset classes and investment structures, including both private placements and evergreen vehicles.
The Regional Vice President will proactively develop and manage relationships across key U.S. wealth channels, including RIAs, financial advisors, and intermediary partners. In addition, this individual will collaborate closely with AAM’s external wholesaling teams in the region to execute coordinated alternative investment sales initiatives, deepen existing relationships, and drive new business growth.
Southeast Territory Available: North Carolina, South Carolina, Florida, and Georgia
ESSENTIAL RESPONSIBILITIES:
  • Develop and execute a regional sales strategy for alternative investments, aligned with national goals
  • Maintain and expand financial advisor relationships, especially in the RIA, wirehouse and private bank channels of wealth
  • Convey deep technical knowledge of Private Markets as well as AAM’s investment strategies and growing suite of alternative investment strategies
  • Organize and execute roadshows and field engagement events
  • Partner with AAM wholesale team to increase sales and advisor adoption
  • Attend various conferences and networking opportunities to expand the AAM Alternative Investments brand in the marketplace
QUALIFICATIONS:
  • Self-motivated leader with proven sales skills and extensive market knowledge
  • Experience in external sales or wholesaling preferred
  • Proven track record of raising assets in Alternative Investments
  • Ability to travel and engage with advisors and clients
  • Ability to anticipate problems and overcome obstacles
  • Willingness to experiment and lead through business expansion and growth
  • Strong communications skills: oral, written and presentations
  • Ability to communicate between management, internal and external sales partners
  • Ability to collaborate across the firm
EDUCATION and/or EXPERIENCE:
  • Required Education: Bachelor's Degree or equivalent experience
  • 10+ years of financial services industry and minimum of 3 years alternative investments sales experience
  • Existing RIA Relationships
  • Required Certifications: FINRA Series 7, 66
  • CFA, CFP, CIMA, CAIA, MBA a plus
With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.
As of March 31, 2026, the brokerage and advised business at AAM represents approximately $12.7 billion in assets. (Assets under supervision represent $6.6 billion in UIT assets. The firm has $3.9 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.2 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.
AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.