Annuities Sales Analyst/Associate - Remote

Overview

This role supports the Annuities team at iCapital, managing and developing the Annuities platform for high-net-worth clients.

In Short

• Serve as a main contact point for annuity clients.
• Lead training for internal and external partners.
• Support the execution of the company’s strategy for Annuities.
• Manage relationships with distribution partners.
• Troubleshoot and resolve platform issues.
• Analyze large data sets for decision-making.
• Develop presentations for meetings.
• Collaborate with sales and finance teams.
• Ensure compliance with regulatory requirements.
• Drive process improvements and automation.

Requirements

• Bachelor’s degree in a related field.
• 1+ years of relevant experience in finance or business development.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to operate in a fast-paced environment.
• Proficient in Microsoft Excel and PowerPoint.
• Client service skills with stakeholders.
• Desire to work collaboratively.
• Series 7, 63 certifications preferred.

Benefits

• Base salary range of $70,000 to $80,000.
• Equity for full-time employees.
• Annual performance bonus.
• Comprehensive benefits package.
• Employer matched retirement plan.
• 100% employer paid healthcare, dental, and vision.
• Parental leave.
• Unlimited paid time off (PTO).
• Flexibility to work remotely on Fridays.