iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. The Analyst will work cross-functionally and closely with vendors and clients, conducting calls to set appointments, learning iCapital products, and analyzing regional and product sales trends.
Requirements
- 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
Benefits
- Employer matched retirement plan
- Generously subsidized healthcare
- Parental leave
- Unlimited paid time off (PTO)