Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is looking to hire an Annuities Sales Analyst to join the Annuities team. This role will support the Annuities team assisting with the management, development, and maintenance of the Annuities platform for clients. iCapital Solutions develops and manages the technology platform experience for many of iCapital’s largest clients throughout the United States.
What they're looking for
- Bachelor’s degree in a related field
- 1+ year(s) of relevant experience in trading, business development, or relationship management in the financial market industry or internship within a relevant field
- Strong analytical and problem-solving skills and a high level of attention to detail
- Strong written and verbal communication skills
- Able to successfully operate in a fast-paced environment
- Strong communication skills are essential, as the success of this position requires continual interaction with internal teams as well as clients
More about this role
iCapital is looking to hire an Annuities Sales Analyst to join the Annuities team. This role will support the Annuities team assisting with the management, development, and maintenance of the Annuities platform for clients. iCapital Solutions develops and manages the technology platform experience for many of iCapital’s largest clients throughout the United States. This individual will be responsible for supporting senior members of the team in maintaining the daily operations of the Annuities platform and in developing and executing the company’s strategy.
- Serve as a main contact point for annuity clients, managing relationships and ensuring their needs are met.
- Support the development of new and existing relationships with distribution partners to advance the product category for the company.
- Lead and conduct training for internal and external partners, ensuring they are well-versed in the platform's features and capabilities.
- Support the development and execution of the company’s overarching strategy aimed at supporting the Annuities business line.
- Assist in the creation, maintenance, and distribution of data to carrier and distributor partners, ensuring accuracy and...
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