Structured Investments Distribution - AnalystToronto, Canada
iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $200 billion in global client assets invested in 1,634 funds, as of September 2024.
About the Role iCapital is looking to hire an Analyst to join the Structured Investments Distribution 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 100+ outbound calls per day.Learn financial markets and portfolio strategies.Assist senior sales professionals within assigned territory.Partner effectively with external wholesaler and regional distribution team.Utilize contact management system to capture information and schedule follow up activities.Prepare for and pass necessary licenses.Qualifications Bachelor's DegreeSeries 7 and 63 (FINRA) must be obtained within 4 months of employment.Sales and client service experience, within financial services industry is a plusExcellent relationship, follow-up, and communication skillsGeneral knowledge of the financial services industryMotivated, mature, and trustworthy team playerHighly organized and able to prioritize in a fast-paced environmentKnowledge of private markets, structured products, and options is a plusiCapital offers a compensation package which includes salary, 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 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.
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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