Structured Investments Distribution - Analyst

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iCapital is seeking an Analyst for its Structured Investments team in Toronto, a full-time hybrid role focused on sales support and cross-functional collaboration. You will conduct outbound calls to set appointments, learn iCapital products, analyze sales trends, and assist senior sales professionals while coordinating with external wholesalers. Expect 50+ calls daily, learn markets, and manage CRM tasks, with licenses required within 4 months. Qualifications: bachelor's degree and 0–2 years in sales or client service in financial services; FINRA licenses (SIE, 7, 63) or candidacy. Benefits include salary plus equity, commission eligibility, comprehensive benefits, unlimited PTO, and Mon-Thu in-office with Friday remote. Tips: quantify outbound activity, show CRM proficiency, emphasize licensing readiness, and highlight teamwork and interest in private markets and structured products.

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 receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.