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 pass necessary licenses.
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 pass necessary licenses.