Platform Specialist- Analyst
at iCapital (View all jobs)
New York, NY, United States

iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $184 billion in global client assets invested in 1,471 funds, as of March 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron's Solutions Provider award (See link below).

About the Role

iCapital is looking to hire a Platform Specialist Analyst to the Structured Investments team. This role will be responsible for growth and adoption by financial advisors of our platform. The ideal candidate will function as a preliminary contact for our retail financial advisor networks and will become an expert on the iCapital platform. This individual will educate and engage financial advisors within our network to facilitate best-in-class service.

Responsibilities

• Engage proactively in sales campaigns targeting financial advisors.
• Develop an expertise on the iCapital platform; Showcase the full functionality of iCapital within structured products, annuities, and alternative asset classes. Develop expertise on the iCapital platform; showcase the full functionality of iCapital within structured products, annuities, and alternative asset classes.
• Raise awareness of the platform and help advisors build and manage their structured product, annuity, and alternative asset business.
• Act as a liaison between end users and internal departments to rectify any platform issues.
• Manage all interactions (calls, emails, webinars, and demos) in Salesforce.
• Learn, understand, and stay current on the structured product, annuity, and alternative asset landscape and how we support these areas holistically.
• Share creative ideas to enhance the user experience.
• Assist with ad hoc projects as needed, such as supporting distributor rollouts, training sessions, and new product lines.

Qualifications

• Bachelor's degree or experience in the financial industry
• 1-2 years of sales experience/Salesforce
• Exceptional written and verbal communication skills with a high attention to detail
• Proficient with Microsoft suite (Outlook, Excel, PowerPoint)
• FINRA Series 7 and Series 63 licenses preferred (or willingness to obtain)

Benefits

The base salary range for this role is $65,000 to $75,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. 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 four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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.

iCapital is the leading global fintech company and has transformed how wealth management and asset management companies access private markets for clients. We do this through intuitive, end-to-end technology that provides education about private investments and analytical tools to evaluate them.