Structured Investments Distribution - Analyst

iCapital Network; New York (NY); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Salary + equity for all full-time

Commission eligible

Comprehensive benefits package

Employer-matched retirement plan

Dental, vision, telemedicine covered

Parental leave

Unlimited PTO

Hybrid schedule (Mon-Thu in office)

Job summary

iCapital Network in New York, NY is seeking an Analyst to join the Structured Investments team focusing on sales support. You will work cross-functionally with bank issuers and clients, conduct outbound calls, analyze sales trends, and support license preparation.

The role requires a Bachelor's degree and 0–2 years of experience; Series 7/63/SIE licenses or candidates must obtain them within 4 months. Hybrid work with office Mon-Thu, remote Fri, plus comprehensive benefits.

Qualifications

• Bachelor's degree required.
• 0–2 years of relevant experience.
• Sales and client service experience within financial services 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 licenses or candidate must obtain licenses within 4 months of hire date.

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 among 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.
• Use CRM to capture information and schedule follow ups.
• Prepare for and pass necessary licenses.

Skills

0-2 years experience

Sales and client service

Relationship & communication

Organized & prioritizes

Education

Bachelor's degree

FINRA licenses (SIE/Series 7/Series 63) within 4 months

Tools

CRM/Contact management

Job description

Structured Investments Distribution - Analyst

New York, New York, United States

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 bank issuers 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 is required
• 0-2 years of relevant experience
• Sales and client service experience, within the 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

The base salary range for this role is $60,000 to $65,000. iCapital offers a compensation package which includes salary, equity for all full-time employees. This role is commission eligible. 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.

iCapital is proud to be an Equal Employment Opportunity and Aff…