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FinTech, Financial Services, Wealth Management

Annuities Sales - Analyst

RemoteRemoteInternship$70,000–$80,000 /yrPosted 2 months agoVisa sponsorship available

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Required skills

  • Annuities
  • Client Onboarding
  • Platform Configuration
  • Hexure
  • Stakeholder Management
  • Financial Services Operations
  • Microsoft Office
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word

Nice to have

  • insurance products
  • CRM
  • operational tools

Role summary

iCapital is seeking an Annuities Analyst to join their Annuities Platform team. This role focuses on client operations, technology integration, and strategic execution, supporting senior leadership. Responsibilities include owning client onboarding workflows, configuring annuity products on platforms like Hexure, and collaborating with internal teams including Sales and Engineering. The ideal candidate has a Bachelor's degree, 2-5 years of financial services experience with annuities exposure, and proficiency in Microsoft Office. This hybrid role offers a salary range of $75,000-$80,000 and comprehensive benefits.

About the Role

iCapital is looking to hire an Annuities Sales Analyst to join the Annuities team. This role will support the Annuities team assisting with the management, development, and maintenance of the Annuities platform for clients. iCapital Solutions develops and manages the technology platform experience for many of iCapital’s largest clients throughout the United States. This individual will be responsible for supporting senior members of the team in maintaining the daily operations of the Annuities platform and in developing and executing the company’s strategy.

Responsibilities

  • Serve as a main contact point for annuity clients, managing relationships and ensuring their needs are met.
  • Support the development of new and existing relationships with distribution partners to advance the product category for the company.
  • Lead and conduct training for internal and external partners, ensuring they are well-versed in the platform's features and capabilities.
  • Support the development and execution of the company’s overarching strategy aimed at supporting the Annuities business line.
  • Assist in the creation, maintenance, and distribution of data to carrier and distributor partners, ensuring accuracy and timeliness of all information.
  • Manage clients’ expectations by troubleshooting and resolving any issues related to the platform.
  • Take ownership of projects, providing strong analytical support to teammates and ensuring successful execution of tasks.
  • Aggregate, maintain, and analyze large data sets to drive informed decision-making.
  • Develop presentations with significant data and analysis for internal and external meetings and projects.
  • Work alongside the sales and finance team to develop meaningful measurements of success for the Annuities platform.
  • Partner with the Compliance team to ensure all regulatory requirements are met as we onboard new clients.
  • Drive process improvements, in part by leveraging teams, technology, and automating data-related workflows.
  • Collaborate with the Engineering team to ensure the platform operates efficiently and meets the needs of clients.

    • Qualifications

  • Bachelor’s degree in a related field
  • 1+ year(s) of relevant experience in trading, business development, or relationship management in the financial market industry or internship within a relevant field
  • Strong analytical and problem-solving skills and a high level of attention to detail
  • Strong written and verbal communication skills
  • Able to successfully operate in a fast-paced environment
  • Strong communication skills are essential, as the success of this position requires continual interaction with internal teams as well as clients 
  • Strategic mindset and able to work independently
  • Demonstrated client service skills with stakeholders and clients
  • Excellent organizational skills
  • Desire to work in a cross-functional and collaborative environment
  • Proficient in Excel and PowerPoint
  • Series 7, 63 certifications are preferred; or attained within 120 days of hire
  • Knowledge of financial products, and annuities, is preferred
  • Motivated, detail-oriented, and able to independently solve problems 
  • Proactive team player with a positive attitude, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment 
  • Microsoft office skills are required (Word, Excel, PowerPoint)

    • Benefits

    The base salary range for this role is $70,000 to $80,000. 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.

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