Description
About the Role
iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. This position will work cross-functionally and closely with vendors and clients.
Responsibilities
- Conduct calls to set appointments for licensed sales professionals.
- Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products.
- Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
- Make 50+ outbound calls per day.
- Learn financial markets and portfolio strategies.
- Assist senior sales professionals within assigned territory.
- Effectively partner with the external wholesaler and the regional distribution team.
- Utilize contact management systems to capture information and schedule follow up activities.
- Prepare for and pass necessary licenses.
Qualifications
- Bachelor's Degree
- 0-2 years of relevant experience
- Sales and client service experience, within financial services industry is a plus
- Excellent relationship, follow-up, and communication skills
- General knowledge of the financial services industry
- Motivated, mature, trustworthy, and a team player
- Highly organized and able to prioritize in a fast-paced environment
- Knowledge of private markets, structured products, and options is a plus
- Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date
Benefits
iCapital offers a compensation package which includes salary and equity for all full-time employees. This role is eligible for comission. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Similar jobs
Est. 75,000 USD
About the Role iCapital is looking to hire an Analyst to join and support the Structured Investments team. This role will assist with the management, development, and maintenance of the structured investments eco-system…
Est. 195,000 USD
About the Role iCapital is looking to hire a Vice President/Senior Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by…
Est. 195,000 USD
About the Role iCapital is looking to hire a Vice President/Senior Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by…
Est. 120,000 USD
About the Role iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the…
Est. 185,000 USD
About the Role iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by owning, developing, a…
Est. 120,000 USD
About the Role iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the…
Est. 185,000 USD
About the Role iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by owning, developing, a…
About the Role iCapital is looking to hire an Associate to join the International Investor Relations team with a focus on the Canadian market. This individual will work closely with internal teams and the fund administra…
Est. 65,000 USD
About the Role iCapital is looking to hire an Analyst to join its Platform Support team. The team provides service and technical support to its rapidly growing client base of financial advisors and individual investors,…
About the Role iCapital is seeking a high performing Vice President, Alternatives Distribution to lead sales coverage for the Eastern Canada region. As a senior sales leader, this role will be responsible for driving ado…
Est. 175,000 USD
About the Role iCapital is seeking a highly motivated Product Manager to lead buildouts of the structured investments platform in a collaborative, results-driven environment. This role partners directly with wealth manag…
Est. 175,000 USD
About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business an…
Est. 175,000 USD
About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business an…
Est. 95,000 USD
About the Role iCapital is looking to hire an Associate to join the Investor Relations team to service the company’s rapidly growing client base. This role will work with a broad range of clients within a fast-paced, col…
Est. 65,000 USD
About the Role iCapital is seeking an Analyst to service the company’s rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborative,…
Est. 200,000 USD
About the Role iCapital is looking to hire a Structured Investments and Annuities Coverage Attorney to join the Legal team. The ideal candidate is an attorney with experience with financial products, including structured…
Est. 80,000 USD
About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues…
Est. 180,000 USD
iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Relationship Management team developing iCapital’s enterprise presence in the US wealth channel. This team d…
Est. 177,500 USD
About the Role iCapital is seeking a highly motivated, entrepreneurial, and experienced operations professional who will play multiple critical roles in supporting Outcome Driven Strategies (ODS), the Separately Managed…
Est. 105,000 USD
About the Role iCapital is looking for a Client Delivery Specialist, Assistant Vice President to join the Data Solutions team. iCapital is looking to hire a Client Delivery Specialist, Assistant Vice President to join th…
Est. 75,000 USD
About the Role iCapital is looking to hire an Analyst Account Executive who will work on the front lines of iCapital’s growth. As a foundational member of the Sales team, this individual will be responsible for turning q…
Est. 65,000 USD
iCapital is seeking a highly motivated Analyst to join the Transactional Operations team, with a primary focus on investor services. This team plays a critical role in supporting the firm’s growing investor base and ensu…
Est. 127,500 USD
About the Role iCapital is seeking an Associate to join the Corporate Development and Strategy team. The individual will join a highly valued team responsible for evaluating, planning, and executing organic and inorganic…
Est. 77,500 USD
About the Role iCapital is seeking an Associate to service the company’s rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborativ…
Est. 80,000 USD
About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues…
Est. 160,000 USD
iCapital is looking to hire a Vice President to join the team developing iCapital’s enterprise presence across the US wealth management industry. This team develops and manages relationships with iCapital’s largest clien…
Est. 80,000 USD
About the Role iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital’s clients an…
About the Role iCapital is seeking a Compliance Associate to join the Global Regulatory and Compliance team to support our Compliance team in ensuring adherence to applicable securities laws, regulations, and internal po…
Est. 72,250 USD
About the Role iCapital is seeking an Analyst or Associate responsible for supporting the Product Managers with all aspects of the successful operations of the funds in the Independent Advisor Solutions Business (IAS). T…
Est. 180,000 USD
About the Role iCapital is seeking a Vice President, Private Markets Strategist to join the Investment Strategy team. This individual will play a key role in expanding the team's private markets coverage and supporting t…