Alternative Investments Sales Support Analyst
2 weeks ago
iCapital Network is a leading financial technology platform powering the world's alternative investment marketplace. With a global presence and an approximate $200 billion in client assets invested in 1,634 funds, we have 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.
We were named to the Forbes Fintech 50 list seven consecutive years (2018-2024), selected three times as one of Forbes' Best Startup Employers (2021-2023), and won the MMI/Barron's Solutions Provider award three times.
About the RoleThis position requires a highly motivated and organized individual to join our Structured Investments Distribution team. As an Alternative Investments Sales Support Analyst, you will work cross-functionally with vendors, clients, and senior sales professionals within assigned territories.
- Conduct calls to set appointments for licensed sales professionals.
- Learn iCapital Network 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 over 100 outbound calls per day.
- Develop knowledge of financial markets and portfolio strategies.
- Assist senior sales professionals within assigned territory.
- Partner effectively with external wholesalers and regional distribution teams.
- Utilize contact management systems to capture information and schedule follow-up activities.
- Prepare for and pass necessary licenses.
- Bachelor's Degree from an accredited institution.
- Achieve Series 7 and 63 (FINRA) licenses within four months of employment.
- Sales and client service experience in the financial services industry is a plus.
- Excellent relationship-building, follow-up, and communication skills.
- General knowledge of the financial services industry.
- Motivated, mature, and trustworthy team player.
- Highly organized and able to prioritize in a fast-paced environment.
- Familiarity with private markets, structured products, and options is a plus.
iCapital Network offers a competitive salary range of $60,000 - $80,000 annually, depending on location and experience. In addition to a comprehensive benefits package, including an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off, full-time employees also receive equity in the company. This role is commission eligible.
We believe that collaboration and teamwork drive innovation. Our office hours are Monday through Thursday, with flexibility to work remotely on Fridays.
iCapital Network is proud to be an Equal Employment Opportunity and Affirmative Action employer, committed to diversity, equity, and inclusion.
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