Structured Investments Distribution - Analyst

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Market context

Median wage (BLS OEWS)

$106,409 national median

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

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Weekend work

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Application

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Assessment

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Deadline

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Where they hire

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About this role

Structured Investments Distribution - Analyst Toronto, Ontario, Canada About the Role iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. This position will work cross-functionally and closely with vendors and clients. Responsibilities - 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 50+ outbound calls per day. - Learn financial markets and portfolio strategies. - Assist senior sales professionals within assigned territory. - Effectively partner with the external wholesaler and the regional distribution team. - Utilize contact management systems to capture information and schedule follow up activities. - Prepare for and pass necessary licenses. Qualifications - Bachelor's Degree - 0-2 years of relevant experience - Sales and client service experience, within financial services industry is a plus - Excellent relationship, follow-up, and communication skills - General knowledge of the financial services industry - Motivated, mature, trustworthy, and a team player - Highly organized and able to prioritize in a fast-paced environment - Knowledge of private markets, structured products, and options is a plus - Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date Benefits iCapital offers a compensation package which includes salary and equity for all full-time employees. This role is eligible for comission. Employees also

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