Sales Support Analyst - Remote

Overview

iCapital is looking to hire an Analyst to join the Structured Investments Distribution team to focus on sales support, working cross-functionally with vendors and clients.

In Short

• Conduct calls to set appointments for licensed sales professionals.
• Learn iCapital products and communicate their objectives, risks, features, and benefits.
• Analyze regional and product sales trends.
• Make 100+ outbound calls per day.
• Learn financial markets and portfolio strategies.
• Assist senior sales professionals within assigned territory.
• Partner with external wholesalers and regional distribution teams.
• Utilize contact management systems for information capture.
• Prepare for and pass necessary licenses.

Requirements

• Bachelor's Degree.
• Series 7 and 63 (FINRA) must be obtained within 4 months of employment.
• Sales and client service experience in financial services is a plus.
• Excellent relationship, follow-up, and communication skills.
• General knowledge of the financial services industry.
• Motivated, mature, and trustworthy team player.
• Highly organized and able to prioritize in a fast-paced environment.
• Knowledge of private markets, structured products, and options is a plus.

Benefits

• Compensation package includes salary, equity, and annual performance bonus.
• Comprehensive benefits package with employer matched retirement plan.
• Generously subsidized healthcare with 100% employer paid dental and vision.
• Parental leave and unlimited paid time off (PTO).
• Flexibility to work remotely one day a week.