Sales – Analyst / Associate
Confirmed live in the last 24 hours
Toronto, ON, Canada
Experience Level
  • 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 & 63 (FINRA), or be willing to obtain within 120 days
  • 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
iCapital Network

501-1,000 employees

Company Overview
iCapital Network connects advisors and their high net worth investors to leading alternative investment managers.
  • 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
Company Core Values
  • Integrity - Honesty and integrity are fundamental to everything we do.
  • Collaboration - Teamwork and collaboration are the foundation of our success.
  • Accountabiltiy - We demonstrate commitment, caring, and enthusiasm.
  • Partnership - The success of our clients and partners is our relentless focus.
  • Excellence - We Strive for flawless execution.