Annuities Sales & Data Analytics Analyst

iCapital Network, Inc.; New York (NY); Híbrido; USD 96 432 000 - 110 208 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Equity for all full-time employees

Annual performance bonus

Comprehensive benefits package

Employer-matched retirement plan

100% employer-paid dental, vision, and

telemedicine

Resumo da oferta

iCapital Network, Inc. is seeking an Annuities Sales Analyst to join the Annuities team in the United States.

You will support daily operations of the Annuities platform, assist with development and maintenance, and help execute the company’s strategy alongside senior team members. The role emphasizes client relationships, data analysis, cross-functional collaboration, and process improvement, with opportunities for training, equity participation, and a performance-based bonus in a fast-paced,

Qualificações

• Bachelor’s degree in a related field.
• 1+ year(s) of relevant experience in trading, business development, or relationship management.
• Strong analytical and problem-solving skills with high attention to detail.
• Excellent written and verbal communication skills.
• Ability to operate in a fast-paced environment.
• Proficiency with Microsoft Office (Excel, PowerPoint).
• Series 7, 63 certifications preferred or to be attained within 120 days.

Responsabilidades

• Serve as main contact point for annuity clients, managing relationships.
• Support development of relationships with distribution partners to advance products.
• Lead and conduct training for internal and external partners on the platform.

Conhecimentos

Analytical thinking

Problem solving

Strong communication

Attention to detail

Cross-functional collaboration

Formação académica

Bachelor’s degree

Ferramentas

Excel

PowerPoint

Descrição da oferta de emprego

iCapital Network, Inc. is seeking an Annuities Sales Analyst to join the Annuities team in the United States.

You will support daily operations of the Annuities platform, assist with development and maintenance, and help execute the company’s strategy alongside senior team members. The role emphasizes client relationships, data analysis, cross-functional collaboration, and process improvement, with opportunities for training, equity participation, and a performance-based bonus in a fast-paced,