We are looking for an Analyst to join the Structured Investments team to focus on sales support. The role involves conducting calls to set appointments, learning iCapital products, analyzing sales trends, and assisting senior sales professionals.
Requirements
- Bachelor's Degree
- 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
Benefits
- Compensation package including salary and equity
- Comprehensive benefits package
- Generously subsidized healthcare
- Parental leave
- Unlimited paid time off (PTO)