iCapital

Sales Support - Analyst

iCapital

1 month ago
Greenwich, Connecticut
Hybrid
Full Time
Junior
0 applicants
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iCapital
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About this role

iCapital is seeking a Sales Support Analyst to support the Alternative Distribution team across the US, providing customer service and acting as a key liaison for financial advisors and internal teams. The role focuses on engaging advisors, supporting sales activities, and maintaining client relationships within the alternative investment space.

Skills

Qualifications

Bachelor’s degree in a related fieldExperience in investment or financial servicesSeries 7 and 63 licenses within 120 daysCAIA certification within 2 years
iCapital

About iCapital

icapital.com

iCapital is a financial technology and distribution platform that powers access to alternative investments—private equity, hedge funds, structured products and annuities—for financial advisors, wealth managers and asset managers. The company combines a marketplace, technology infrastructure and operational services to help advisors incorporate alternatives at scale and help asset managers open new channels of distribution. iCapital also provides due diligence, reporting and compliance support to streamline onboarding, transactions and ongoing portfolio administration.

About iCapital

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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