Structured Investments Distribution - Analyst

Icapitalnetwork; New York (NY); On-site; USD 60,000 - 65,000; Full time

Job summary

iCapital is seeking an Analyst to join the Structured Investments team to support sales efforts for bank issuers and clients. The role works cross-functionally and interacts with Financial Advisors.

Responsibilities include making outbound calls, learning iCapital products, and clearly communicating objectives, risks, features, and benefits. The position requires strong relationship-building and organizational skills.

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.

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.

Skills

Sales experience

Client service

Relationship skills

Communication

Organizational skills

Prioritization

Financial services knowledge

Licensing readiness

Education

Bachelor's degree

Tools

Contact management systems

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 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

Benefits

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.

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 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.