Structured Investments Sales, Broker Dealer Specialist – Associate

Job not on LinkedIn

🔥 20 hours ago

🗽 New York – Remote

🗽 New York – Remote

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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iCapital

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

iCapital is a leading technology platform specializing in alternative investments, structured notes, and annuities. The company connects wealth managers and asset managers through its flagship marketplace, offering a range of investment solutions including hedge funds, private market strategies, and defined outcome solutions. iCapital provides an end-to-end operating system that automates private market investing and includes tools like Architect for portfolio construction, a Document Center for document management, and DLT for distributed ledger technology. With a focus on education, research, and compliance, iCapital serves as a trusted partner for financial professionals seeking to manage and invest in complex financial products efficiently.

📋 Description

• 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.

🎯 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)