Sales – Analyst / Associate
Posted on 3/20/2023
INACTIVE
iCapital Network

1,001-5,000 employees

Digital platform facilitating access to alternative investments
Company Overview
iCapital is a global fintech leader that has significantly transformed the alternative investment marketplace by providing streamlined, scalable digital solutions and educational resources. Their robust technology and services, including diligence, compliance, and portfolio analytics capabilities, have revolutionized how wealth management, banking, and asset management industries facilitate client access to a wide range of private investments. Furthermore, iCapital's commitment to democratizing alternatives has enabled organizations to offer direct investments and feeder funds at lower minimums, thus expanding beyond the traditional 60/40 portfolio.
Financial Services

Company Stage

Series C

Total Funding

$717.3M

Founded

2013

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

6%

1 year growth

15%

2 year growth

68%
Locations
Boca Raton, FL, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Requirements
  • Bachelor's Degree
  • Sales and client service experience, within financial services industry a plus
  • Excellent relationship, follow up, and communication skills
  • General knowledge of the Financial Services industry
  • Motivated, mature, trustworthy, team player
  • Highly organized and able to prioritize in a fast-paced environment
  • Knowledge of private markets, structured products, and options a plus
  • Series 7 (FINRA)
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 100+ outbound calls per day
  • Learn financial markets and portfolio strategies
  • Assist senior sales professionals within assigned territory
  • Effectively partner with external wholesaler and regional distribution team
  • Utilize contact management system to capture information and schedule follow up activities
  • Prepare for and pass necessary licenses