Structured Investments Sales, Broker Dealer Specialist - Associate / Assistant Vice President

Responsibilities

• 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.

Qualifications

• 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

The base salary range for this role is $70,000 to $80,000. iCapital offers a compensation package which includes salary, equity for all full-time employees. This role is eligible to receive comission. 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).

Pay

The base salary range for this role is $70,000 to $80,000.

Schedule

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Skills

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Benefits

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Contact

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

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