Sales Support - Analyst

iCapital; Greenwich (CT); Ibrido; USD 75.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Equity

Retirement plan

Healthcare

Unlimited PTO

Descrizione del lavoro

iCapital is seeking an Internal Wholesale Analyst to join the Alternative Distribution team in Greenwich, CT. This role builds relationships with financial advisors, educates them on iCapital’s alternatives, and drives platform adoption and revenue growth across the marketplace.

You will partner with External Wholesalers, manage advisor pipelines, and own the lifecycle of advisor engagement—from prospecting to closing.

Competenze

• Bachelor's degree in related field
• 1–2 years outbound sales experience
• Background in investment or financial services; familiar with alternatives
• Strong command of Salesforce, PowerPoint, Excel, and Word; Tableau or BI tools is a plus
• FINRA SIE, Series 7 and Series 63 licenses are required
• Chartered Alternative Investment Analyst (CAIA) certification preferred or must obtain within 2 years of hire

Mansioni

• Build pipeline and drive revenue by prospecting and activating new financial advisors
• Lead go-to-market campaigns and campaigns for new product launches
• Be a trusted alternatives expert and deepen knowledge to consult advisors
• Drive CRM discipline and maintain Salesforce records and advisor profiles
• Manage and grow referral revenue and route opportunities to internal teams
• Act as main contact for advisors regarding investment creation and servicing

Conoscenze

Outbound sales

Investment knowledge

Exceptional communication

CRM proficiency

Formazione

Bachelor's degree

Strumenti

Salesforce

PowerPoint

Excel

Word

Tableau

BI tools

Descrizione del lavoro

About the Role

iCapital is looking to hire an Internal Wholesale Analyst to join the Alternative Distribution team. This individual will work with new and existing advisors throughout the lifecycle of the alternative investment. This role partners with External Wholesalers and own advisor relationships actively prospecting, educating, and closing new business while deepening engagement with existing clients. This role connects financial advisors and iCapital’s full ecosystem, driving platform adoption and revenue growth across the alternatives marketplace.

Responsibilities

• Build pipeline and drive revenue by proactively prospecting and activating new financial advisors, delivering a compelling iCapital value proposition that converts interest into investment activity.
• Lead go-to-market campaigns, spearhead outreach around new product launches, conferences, and thought leadership content to generate qualified engagement and accelerate the sales cycle.
• Be a trusted alternatives expert and continuously deepen knowledge of alternative investment products to consult advisors with confidence and credibility at every stage of the deal.
• Drive CRM discipline and maintain sharp Salesforce records and advisor profiles that fuel smarter targeting and stronger team performance across the firm.
• Manage and grow referral revenue and identify and route high‑potential opportunities to the iCapital Structured Investments, Architect, and Client Solutions teams.
• Act as the main point of contact and problem solver for advisors regarding investment creation and servicing.

Qualifications

• Bachelor’s degree in a related field
• 1–2 years of outbound sales experience with building rapport fast and moving prospects through a funnel
• Background in investment or financial services; familiar with alternatives is a plus
• Strong command of Salesforce, PowerPoint, Excel, and Word; Tableau or BI tools is a plus
• Exceptional communication skills, sharp critical thinking, and the ability to manage competing priorities
• FINRA SIE, Series 7 and Series 63 licenses are required
• Chartered Alternative Investment Analyst (CAIA) certification preferred or must obtain within 2 years of hire

Benefits

The base salary range for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full‑time employees, and an annual performance bonus. 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 affirmatively 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.