Structured Investments Distribution - Associate / Assistant Vice President
iCapital
- New York City, NY
- $60,000-70,000 per year
- Permanent
- Full-time
- Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients.
- Educate advisors on the merits of structured investments as part of client portfolios.
- Continue to self-educate and be able to discuss our 200+ monthly offerings.
- Work in close partnership with home offices and issuer partners on new offerings.
- Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
- Onboard new clients to iCapital's best-in-class network to support business growth.
- Travel regularly in the market to meet with advisors and clients to support new and existing business.
- Utilize contact management system to capture information and schedule follow up activities.
- 3-9 years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist)
- Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
- Able to sell and provide support for a diverse platform of structured investments and other Defined Outcome offerings
- Series 7 and 63 licenses are required
- Experience covering large independent broker-dealers and Registered Investment Advisors (RIAs) preferred