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 acting as the main liaison between various teams in support of 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: Salesforce, PowerPoint, Excel, Word, Tableau, Investment, Financial services, Series 7 license, Series 63 license, Chartered Alternative Investment Analyst (CAIA) certification, Customer service, Judgment, Client focus, Project management 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)