Sales Support - Analyst / Associate

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $152 billion in global client assets invested in 1,223 funds, as of January 2023.

iCapital has been named to the Forbes Fintech 50 for five consecutive years (2018 – 2022); a back-to-back selection by Forbes to its list of Best Startup Employers; and a two-time winner of MMI/Barron’s Solutions Provider award (See link below).

About the Role

iCapital is looking to hire a Sales Support Analyst or Associate to join the Portfolio Management team to focus on sales support for iCapital managed products. This position will work cross-functionally, and closely with vendors, and clients.

Responsibilities

• Conduct calls and send emails to set appointments with registered investment advisors (RIA) and independent broker dealer (IBD) advisors across the U.S.
• Gain knowledge of iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products.
• Develop, maintain, and support strong relationships across key advisors and firms.
• Improve skills and knowledge of alternative products and related investment processes on a continuous basis. 
• Maintain accurate Salesforce CRM records. 
• Analyze product sales trends within IBDs and RIAs firms.
• Assist senior sales professionals.
• Partner with Private Wealth Solutions teams.

Qualifications

• Bachelor’s degree
• Series 7 and 63 strongly preferred
• Experience in investment or financial service fields
• Strong proficiency in Salesforce, PowerPoint, Excel, and Word
• Demonstrated aptitude for project management and able to prioritize and execute numerous requests, while working with numerous different functionalities 
• Strong client focus and customer service skill set with outstanding judgment, critical thinking, attention to detail, and strong verbal and written skills 
• Able to work in the office a minimum of 4 days a week

Benefits

The base salary range for this role is $70,000 to $75,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and some positions will be designated in-office jobs, based on their function. 

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

 iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.