Full-Time

Structured Investments Distribution

Analyst

Confirmed live in the last 24 hours

iCapital Network

iCapital Network

1,001-5,000 employees

Connects advisors with alternative investment opportunities

Fintech
Financial Services

Compensation Overview

$60k - $65kAnnually

+ Commission + Equity

Junior, Mid

New York, NY, USA

Employees must work in-office Monday-Thursday, with remote flexibility on Friday.

Category
Inside Sales
Sales & Account Management
Requirements
  • Bachelor's Degree
  • 2+ years of experience in a related financial position
  • Series 7 and 63 (FINRA) or must be obtained within four months of employment
  • Sales and client service experience, within financial services industry is a plus
  • Excellent relationship, follow-up, and communication skills
  • General knowledge of the financial services industry
  • Motivated, mature, and trustworthy team player
  • Highly organized and able to prioritize in a fast-paced environment
  • Knowledge of private markets, structured products, and options is a plus
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.
  • Partner effectively 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.

iCapital Network connects financial advisors with high net worth investors to provide access to alternative investment opportunities, such as private equity, hedge funds, and real estate. Their platform simplifies the investment process, making it easier for affluent clients to diversify their portfolios beyond traditional stocks and bonds. iCapital offers a comprehensive solution that includes access to curated investment options, educational resources, and support services. They charge fees based on the assets managed or invested through their platform. What sets iCapital apart from competitors is their focus on delivering a seamless user experience and a strong emphasis on educating clients about the risks and benefits of alternative investments. The company's goal is to make alternative investments more accessible and efficient for financial advisors and their clients.

Company Stage

Late Stage VC

Total Funding

$662M

Headquarters

New York City, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

12%

1 year growth

40%

2 year growth

65%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital platforms boosts iCapital's fintech innovation.
  • Partnerships with firms like Ardian expand iCapital's global investment offerings.
  • The rise of HNWIs increases the market for iCapital's alternative investments.

What critics are saying

  • Intensifying regulatory scrutiny may increase compliance costs for iCapital.
  • Competition from other fintech platforms could erode iCapital's market share.
  • Economic instability in Latin America may challenge the Unicorn Strategic Partners partnership.

What makes iCapital Network unique

  • iCapital offers a curated menu of private equity, credit, and hedge funds.
  • The platform simplifies alternative investments with lower minimums and digital workflows.
  • iCapital provides extensive educational resources and robust portfolio management tools.

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Benefits

COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan

Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling

Unlimited PTO

Parental Leave