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About the Role

iCapital is looking to hire an Analyst or Associate to join the Structured Investments Distribution 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.

• Partner effectively with the external wholesaler and regional distribution team.

• Utilize contact management systems to capture information and schedule follow up activities.

• Prepare for and pass the necessary licenses.

Qualifications

• Bachelor's Degree in a related field

• Experience within the sales and client service industry; financial services industry is a plus

• Excellent relationship, follow-up, and communication skills

• General knowledge of the financial services industry

• Motivated, mature, and trustworthy 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 (FINRA) is preferred

Benefits

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs , and some positions will be designated in-office jobs, based on their function.

iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vison, prescription, life insurance and long-term disability. We offer a variety of Retirement Plans so of which have a company match. We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week. Every department has different needs, and some positions will be designated in-office jobs, based on their function. 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 support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.