Structured Investments Distribution - Analyst

Toronto, Ontario, CanadaFull TimePosted 2 months ago

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Role summary

iCapital is seeking an Analyst for its Structured Investments team to provide sales support. This role involves cross-functional collaboration with vendors and clients, preparing for and passing FINRA licenses (Series 7, 63, SIE), and learning iCapital products to effectively communicate their objectives, risks, features, and benefits. Responsibilities include analyzing sales trends, making outbound calls, learning financial markets and portfolio strategies, assisting senior sales professionals, and utilizing contact management systems. A Bachelor's Degree and 0-2 years of relevant experience are required, with financial services sales and client service experience being a plus. The role requires excellent relationship, follow-up, and communication skills, along with general knowledge of the financial services industry. Knowledge of private markets, structured products, and options is a plus.

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 vendors and clients.

Responsibilities

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.

Qualifications

Bachelor's Degree

0-2 years of relevant experience

Sales and client service experience, within financial services industry is a plus

Excellent relationship, follow-up, and communication skills

General knowledge of the financial services industry

Motivated, mature, trustworthy, and a 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, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date

Benefits

iCapital offers a compensation package which includes salary and equity for all full-time employees. This role is eligible for comission. 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 unlimited 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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