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About the Role
iCapital is seeking an Analyst for the Structured Investments team to provide sales support, working cross-functionally with vendors and clients.
Responsibilities
- Conduct calls to set appointments for licensed sales professionals.
- Learn iCapital products and prepare to effectively communicate their objectives, risks, features, and benefits.
- 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.
Requirements
- 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
Skills
- Sales
- Client service
- Communication
- Relationship management
- Follow-up
- Organization
- Prioritization
- Financial markets knowledge
- Portfolio strategies knowledge
- Private markets knowledge
- Structured products knowledge
- Options knowledge
Location
- New York, NY
Work Type
- Hybrid
- Full-time
Experience Level
- Entry-level
Education Level
- Bachelor's Degree
Salary/Compensations
- Eligible for commission
Benefits
- Salary and equity for all full-time employees
- Commission eligibility
- Employer-matched retirement plan
- Generously subsidized healthcare
- 100% employer-paid dental
- 100% employer-paid vision
- 100% employer-paid telemedicine
- 100% employer-paid virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
About the Company
- iCapital is a financial services company.
- 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/
Equal Opportunity
- 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.