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Analyst - Structured Investments Distribution

iCapital NetworkToronto, Ontario, Canada
Hybrid Full-time

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Experience Level

Entry Level

Qualifications

Required QualificationsBachelor's Degree in a relevant field.0-2 years of experience in a related role. Experience in sales and client service within the financial services sector is advantageous. Exceptional relationship-building, follow-up, and communication abilities. Basic understanding of the financial services landscape. Self-motivated, reliable, and a team-oriented individual. Highly organized with the capacity to prioritize tasks in a fast-paced environment. Knowledge of private markets, structured products, and options is a plus. Possession of Series 7, 63, and SIE (FINRA) licenses, or willingness to obtain them within four months of hire.

About the job

Join Our Team

iCapital Network is seeking a motivated Analyst to become a vital part of our Structured Investments team. This position is primarily focused on sales support, and you will collaborate closely with both vendors and clients to enhance our service delivery.

Key Responsibilities

  • Engage in calls to schedule appointments for licensed sales representatives.
  • Develop a deep understanding of iCapital products, enabling you to articulate their objectives, risks, features, and benefits effectively.
  • Evaluate sales trends regionally and for specific products across broker-dealer firms and individual Financial Advisors.
  • Make over 50 outbound calls daily to foster new business opportunities.
  • Gain knowledge of financial markets and portfolio strategies.
  • Support senior sales professionals in your designated territory.
  • Build effective partnerships with external wholesalers and the regional distribution team.
  • Utilize contact management systems to track interactions and coordinate follow-ups.
  • Prepare for and successfully obtain necessary licenses.

About iCapital Network

iCapital Network is revolutionizing the investment landscape by providing innovative solutions that empower financial professionals and investors alike. Our commitment to exceptional service and comprehensive offerings sets us apart in the financial services industry.

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