Structured Investments Distribution - Analyst
Required skills
- Sales
- client service
- financial services industry
- communication skills
- highly organized
- Series 7
- Series 63
- SIE
- outbound calls
Nice to have
- private markets
- structured products
- options
Role summary
iCapital is seeking an Analyst for its Structured Investments team to provide sales support. This role involves cross-functional collaboration with bank issuers and clients, conducting outbound calls to set appointments, and learning iCapital products to effectively communicate their value. The Analyst will analyze sales trends, assist senior sales professionals, and utilize CRM systems. A Bachelor's degree is required, and 0-2 years of relevant experience is preferred. Experience in financial services sales and client service is a plus. The role requires obtaining FINRA licenses (Series 7, 63, SIE) within four months of hire. This hybrid role offers a base salary of $60,000-$65,000 and commission eligibility.
About the Role
iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. This position will work cross-functionally and closely with bank issuers and clients.
Responsibilities
Qualifications
Benefits
The base salary range for this role is $60,000 to $65,000. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes equity for all full-time employees and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
