Sales Support - Analyst

iCapital(1 day ago)

HybridFull TimeJunior$75,000 - $85,000Sales Support

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.

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Required Skills

Salesforce
PowerPoint
Excel
Word
Client Service
Investment
CRM
Project Management
Communication
Relationship Management

Qualifications

Bachelor’s degree in a related field
Experience in investment or financial services
Series 7 and 63 licenses within 120 days
CAIA certification within 2 years

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.

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