Job Description
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 pas...