iCapital, also known as Institutional Capital Network, Inc., is working to revolutionize how alternative investments are accessed and managed, providing capabil
Structured Investments Sales, Broker Dealer Specialist – Associate
Location
New York
Posted
17 days ago
Salary
$70K - $80K / year
Seniority
Mid Level
Job Description
Structured Investments Sales, Broker Dealer Specialist – Associate
iCapital - Institutional Capital Network, Inc.
• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients. • Educate advisors on the merits of structured investments as part of client portfolios. • Continue to self-educate and be able to discuss our 200+ monthly offerings. • Work in close partnership with home offices and issuer partners on new offerings. • Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors. • Onboard new clients to iCapital’s best-in-class network to support business growth. • Utilize contact management system to capture information and schedule follow up activities.
Job Requirements
- 5+ years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist)
- Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
- Able to sell and provide support for a diverse platform of structured investments and other Defined Outcome offerings
- Series 7 and 63 licenses are required
- Experience covering large independent broker-dealers such as Ameriprise is preferred.
Benefits
- 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
- unlimited paid time off (PTO)
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