iCapital is powering the worlds alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients. iCapital services approximately $170 billion in global client assets invested in 1,392 funds, as of October 2023. 

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

About the Role 

iCapital is looking to hire a Platform Specialist Analyst to the Alts & Cross-Platform team. This role will be responsible for growth & adoption by financial advisors of our platform. The ideal candidate will function as a preliminary contact for our retail financial advisor networks & will become an expert on the iCapital platform. This individual will educate & 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, & alternative asset classes.Develop expertise on the iCapital platform; showcase the full functionality of iCapital within structured products, annuities, & alternative asset classes. 
• Raise awareness of the platform & help advisors build & manage their structured product, annuity, & alternative asset business. 
• Act as a liaison between end users & internal departments to rectify any platform issues. 
• Manage all interactions (calls, emails, webinars, & demos) in Salesforce. 
• Learn, understand, & stay current on the structured product, annuity, & alternative asset landscape & 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, & new product lines. 

 Qualifications 

• Bachelor's degree or experience in the financial industry 
• 1-2 years of sales experience/Salesforce 
• Exceptional written & verbal communication skills with a high attention to detail 
• Proficient with Microsoft suite (Outlook, Excel, PowerPoint) 
• FINRA Series 7 & 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, & 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, & virtual mental health counseling, parental leave, & unlimited paid time off (PTO). 

We believe the best ideas & innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, & 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 & 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.