Annuities Sales Operations - Analyst / Associate

of the Annuities eco-system on the platform for our clients. 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 our company's strategy.

Responsibilities

• Assist with supporting the development and execution of the company's overarching strategy aimed at supporting the Annuities business line.
• Support the development of new and existing relationships with carrier partners to advance the product category for the company.
• Manage clients' expectations by troubleshooting and resolving any issues.
• Collaborate internally to maintain data accuracy and fill data gaps across the different Annuity features.
• Coordinate with third-party partners to assist the day-to-day operations of the platform
• Take ownership of projects and provide strong analytical support to teammates.
• Partner with the Compliance team to ensure all regulatory requirements are met for new and existing clients.
• Develop presentations with significant data and analysis for internal meetings and projects.
• Drive process improvement, in part by leveraging technology.
• Collaborate with the engineers to ensure the platform is operating efficiently.

Qualifications

• Bachelor's degree in a related field
• 1+ years of relevant experience in trading, business development, or relationship management in the financial market industry or internship within a relevant field
• Proactive team player with a positive attitude, willingness to roll up one's sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
• Excellent organizational, analytical and problem-solving skills
• Strong communication skills are essential, as the success of this position requires continual interaction with internal teams as well as clients
• Motivated, detail-oriented, and able to independently solve problems
• Knowledge of financial products annuities is preferred
• Proficient in Excel and PowerPoint
• Series 7, 63 certifications are preferred; or otherwise attained within 120 days of hire

Benefits

The base salary range for this role is $70,000 to $80,000. 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 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.