Structured Investments Distribution - Analyst

iCapital; Toronto; Hybrid; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Salary and equity

Commission

Comprehensive benefits

Employer-matched retirement plan

Health insurance

Dental insurance

Telemedicine

Mental health support

Parental leave

Unlimited PTO

Job summary

iCapital is seeking an Analyst to join the Structured Investments team focused on sales support. The role involves cross-functional work with vendors and clients, learning products, and communicating their features and benefits.

The position requires 0–2 years of experience, a Bachelor's degree, and licenses (Series 7, 63, SIE) or progression toward obtaining them within 4 months of hire. Hybrid office schedule with some remote work.

Qualifications

• Bachelor's degree required or equivalent.
• 0-2 years of relevant experience; financial services a plus.
• Sales and client service experience is a plus.

Responsibilities

• Conduct calls to set appointments for licensed sales professionals.
• Learn iCapital products and communicate objectives, risks, features, and benefits.
• Analyze regional and product sales trends within broker-dealer firms and Financial Advisors.
• Make 50+ outbound calls per day.
• Learn financial markets and portfolio strategies.
• Assist senior sales professionals within assigned territory.
• Partner with external wholesaler and regional distribution team.
• Utilize contact management systems to capture information and schedule follow up activities.
• Prepare for and pass necessary licenses.

Skills

Communication skills

Relationship building

Organizational skills

Education

Bachelor's Degree

Job 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 Aff...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.