iCapital

Financial Planning and Analysis

• 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.
• Utilize contact management system to capture information and schedule follow up activities.

Structured Investments Sales, Broker Dealer Specialist – Associate