Annuities Sales - Analyst

About the Role

iCapital is looking to hire an Annuities Sales Analyst to join the Annuities team. This role supports the Annuities team in managing, developing, and maintaining 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. The individual will support senior members of the team in maintaining the daily operations of the Annuities platform and in developing and executing the company’s strategy.

Responsibilities

• 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 timeliness of all information.
• Manage clients’ expectations by troubleshooting and resolving issues related to the platform.
• Take ownership of projects, providing strong analytical support to teammates and ensuring successful execution of tasks.
• Aggregate, maintain, and analyze large data sets to drive informed decision-making.
• Develop presentations with significant data and analysis for internal and external meetings and projects.
• Work alongside the sales and finance team to develop meaningful measurements of success for the Annuities platform.
• Partner with the Compliance team to ensure all regulatory requirements are met as we onboard new clients.
• Drive process improvements, including by leveraging teams and technology and automating data-related workflows.
• Collaborate with the Engineering team to ensure the platform operates efficiently and meets the needs of clients.

Qualifications

• 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 an internship within a relevant field
• Strong analytical and problem-solving skills with a high level of attention to detail
• Strong written and verbal communication skills
• Able to successfully operate in a fast-paced environment
• Strategic mindset and able to work independently
• Demonstrated client service skills with stakeholders and clients
• Excellent organizational skills
• Desire to work in a cross-functional and collaborative environment
• Proficient in Excel and PowerPoint
• Series 7 and 63 certifications are preferred; or attained within 120 days of hire
• Knowledge of financial products and annuities is preferred
• Motivated, detail-oriented, and able to independently solve problems
• Proactive team player with a positive attitude, willing to take initiative, and interested in a fast-moving entrepreneurial environment
• Microsoft Office skills are required (Word, Excel, PowerPoint)

Benefits

The base salary range for this role is $70,000 to $80,000. iCapital offers a compensation package that includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package including an employer matched retirement plan, subsidized healthcare with 100% employer paid dental and vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

Employees in this role will work in the office Monday–Thursday, with flexibility to work remotely on Friday.