iCapital Network
Structured Investments Distribution - Analyst
$60K–$65K
New York, New York, United States · Full-time · Posted Sep 9, 2026
- Experience
- 0–2 years of relevant experience.
- Education
- Bachelor's degree required.
About the job
Supports structured investments sales by coordinating outreach, analyzing sales trends, and assisting sales professionals, bank issuers, and clients.
What you'll do
- Call prospects to set appointments for licensed sales professionals, making 50+ outbound calls per day.
- Analyze regional and product sales trends and assist senior sales professionals within an assigned territory.
- Learn and communicate product features, risks, objectives, and benefits; manage contacts and follow-up activities.
What they ask for
- Bachelor's degree.
- 0–2 years of relevant experience.
- Series 7, 63, and SIE (FINRA) licenses, or obtain them within 4 months of hire.
- Excellent relationship, follow-up, and communication skills; general knowledge of the financial services industry.
Nice to have
- Sales and client service experience in financial services.
- Knowledge of private markets, structured products, and options.
Pay
USD 60,000 to USD 65,000 base salary
Tools
Series 7, 63, SIE (FINRA)
Model-written summary · the original posting is authoritative