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Structured Investments Distribution Sales - Analyst / Associate - Remote

Posted 2 days ago
Sales / Business
Full Time
Worldwide

Overview

An Analyst or Associate is needed for the Structured Investments Distribution team at iCapital, focusing on sales support and working closely with vendors and clients.

In Short

  • Conduct calls to set appointments for licensed sales professionals.
  • Learn iCapital products to effectively communicate their features and benefits.
  • Analyze sales trends within broker-dealer firms and among Financial Advisors.
  • Make over 50 outbound calls daily.
  • Learn about financial markets and portfolio strategies.
  • Assist senior sales professionals within the assigned territory.
  • Partner with the external wholesaler and regional distribution team.
  • Utilize contact management systems for information capture and scheduling.
  • Prepare for and pass necessary licenses.

Requirements

  • Bachelor's Degree in a related field.
  • Experience in sales and client service; financial services experience 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.
  • Series 7 (FINRA) is preferred.

Benefits

  • Comprehensive benefits package including medical, dental, vision, and life insurance.
  • 100% premium coverage for Group Benefits for employees and dependents.
  • Variety of Retirement Plans with company match.
  • Unlimited Paid Time Off (PTO).
  • Flexibility to work in the office three to four days and remotely for the remainder of the week.
iCapital logo

iCapital

iCapital is a leading financial technology platform that revolutionizes the alternative investment marketplace, enabling advisors, wealth management firms, asset managers, and banks to effectively evaluate and recommend tailored public and private market strategies for high-net-worth clients. With approximately $209 billion in global client assets invested across 1,690 funds as of November 2024, iCapital has earned recognition as a top fintech company, being named to the Forbes Fintech 50 for seven consecutive years and receiving multiple awards for its innovative solutions. The company is committed to providing exceptional client service and fostering inclusive workplace practices.

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