Sales Support - Analyst
External
Icapitalnetwork · Greenwich, CTPrepare for this interview
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About the role
iCapital is looking to hire a Sales Support Analyst to join the Alternative Distribution team. iCapital is looking to expand the internal Sales Support team to cover the six US regions within Alternatives Distribution. This role is responsible for providing top notch customer service to financial advisors in partnership with the Client Success and Regional Alternatives Distribution Sales teams. The ideal candidate will work with new and existing advisors throughout the lifecycle of the alternative investment. This role will act as the main liaison for advisors between the Sales, Investor Relations, Fund Finance, and Operations teams in support of our pre-sale, sale, and post-sales activities.
Responsibilities
- Drive new user registrations by proactively engaging financial advisors and educating them on the iCapital value proposition.
- Lead campaigns designed to promote iCapital Marketplace new product launches, conferences, and other thought leadership publications.
- Develop, maintain, and support strong relationships between key advisors and firms in the region to maximize their usage of iCapital platform.
- Improve skills and knowledge of alternative products and related investment processes continuously.
- Maintain accurate Salesforce CRM records and populate user profile characteristics to be leveraged across the firm.
- Act as the main point of contact and problem solver for advisors regarding investment creation and servicing.
- Manage referrals to the iCapital Structured Investments, Architect, and Client Solutions teams.
Requirements
- Bachelor's degree in a related field
- Experience in investment or financial service fields
- Strong proficiency in Salesforce, PowerPoint, Excel, and Word. Tableau or other business intelligence tools is a plus
- Demonstrated aptitude for project management and able to prioritize and execute several requests, while working with numerous different functionalities
- Strong clients focus and customer service skillset with outstanding judgment, critical thinking, attention to detail, and strong verbal and written skills
- Attainment of Series 7 and Series 63 licenses within 120 days of hiring date
- Attainment of Chartered Alternative Investment Analyst (CAIA) certification within 2 years of hiring date
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