FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Structured Investments Sales, Broker Dealer Specialist – Associate
iCapitalAssociate / Assistant Vice President role at iCapital overseeing wholesaling investment products. Seeking a strategic leader for the Midwest U.S.
Posted 6/24/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 5+ years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist)
- Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
- Able to sell and provide support for a diverse platform of structured investments and other Defined Outcome offerings
- Series 7 and 63 licenses are required
- Experience covering large independent broker-dealers such as Ameriprise is preferred.
Benefits
Comp & perks- 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
- unlimited paid time off (PTO)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
structured investmentssales processclient onboardingsales trend analysisinvestment products
Soft Skills
consultative salesrelationship managementself-educationcommunicationadaptability
Certifications
Series 7 licenseSeries 63 license