Sales Support - Analyst at iCapital in Greenwich, CT

Summary: iCapital is looking to hire a Sales Support Analyst to join the Alternative Distribution team. This role is responsible for providing top notch customer service to financial advisors and acts as the main liaison for advisors between various teams in support of pre-sale, sale, and post-sales activities. Responsibilities: - Drive new user registrations by proactively engaging financial advisors and educating them on the iCapital value proposition - Lead campaigns designed to promote iCapital Marketplace new product launches, conferences, and other thought leadership publications - Develop, maintain, and support strong relationships between key advisors and firms in the region to maximize their usage of iCapital platform - Improve skills and knowledge of alternative products and related investment processes continuously - Maintain accurate Salesforce CRM records and populate user profile characteristics to be leveraged across the firm - Act as the main point of contact and problem solver for advisors regarding investment creation and servicing - Manage referrals to the iCapital Structured Investments, Architect, and Client Solutions teams Required Qualifications: - Bachelor's degree in a related field - Experience in investment or financial service fields - Strong proficiency in Salesforce, PowerPoint, Excel, and Word. Tableau or other business intelligence tools is a plus - Demonstrated aptitude for project management and able to prioritize and execute several requests, while working with numerous different functionalities - Strong clients focus and customer service skillset with outstanding judgment, critical thinking, attention to detail, and strong verbal and written skills - Attainment of Series 7 and Series 63 licenses within 120 days of hiring date - Attainment of Chartered Alternative Investment Analyst (CAIA) certification within 2 years of hiring date Required Skills: Investment, financial services experience, Salesforce, PowerPoint, Excel, Word, Tableau, other business intelligence tools, Series 7 license, Series 63 license, Chartered Alternative Investment Analyst (CAIA) certification, Customer service, Judgment, Project management, Client focus Benefits: Equity for all full-time employees, Annual performance bonus, 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)