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Analyst - Structured Investments Distribution

iCapital NetworkBoca Raton, Florida, United States
Hybrid Full-time $55K/yr - $60K/yr

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Experience Level

Entry Level

Qualifications

Qualifications Bachelor's Degree required. 0-2 years of relevant experience preferred. Prior sales and client service experience within the financial services industry is advantageous. Exceptional relationship-building, follow-up, and communication skills are essential. Basic understanding of the financial services sector is required. Must be motivated, mature, trustworthy, and a collaborative team player. Strong organizational skills and the ability to prioritize tasks in a dynamic environment are necessary. Knowledge of private markets, structured products, and options is a plus. Must obtain Series 7, 63, and SIE (FINRA) licenses within four months of hire.

About the job

About the Role

iCapital Network is seeking a dedicated Analyst to join our Structured Investments team, primarily focusing on sales support. In this role, you will collaborate cross-functionally, engaging closely with both vendors and clients to drive business success.

Responsibilities

  • Initiate calls to schedule appointments for licensed sales professionals.
  • Gain comprehensive knowledge of iCapital products and effectively convey their objectives, risks, features, and benefits.
  • Conduct analyses on regional and product sales trends among participating broker-dealer firms and individual Financial Advisors.
  • Make over 50 outbound calls daily to enhance client engagement.
  • Develop an understanding of financial markets and portfolio strategies.
  • Support senior sales professionals within your designated territory.
  • Forge effective partnerships with external wholesalers and the regional distribution team.
  • Employ contact management systems to organize information and schedule follow-up activities.
  • Prepare and pass necessary licensing exams.

About iCapital Network

iCapital Network is a leading financial technology company that simplifies access to alternative investments. Our innovative platform connects financial advisors and their clients to a wide range of investment opportunities, empowering them to achieve their financial goals efficiently.

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