iCapitalVerified Job Source

Structured Investments Distribution - Analyst

Toronto, ON
Hybrid
Posted Aug 29, 2026
1 position

Opens an external site

Employment type: Full-time
Experience level: Entry, Junior · 0+ years
Minimum education: Bachelor’s degree
Posting language: English
Working hours: 40 hours per week
Office presence: 4 days per week

Job summary

The analyst will support the sales team by conducting outbound calls to set appointments and communicating product objectives and risks. They will also analyze regional sales trends and assist senior sales professionals within their assigned territory.

Job details

About the Role iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. This position will work cross-functionally and closely with vendors and clients. Responsibilities Conduct calls to set appointments for licensed sales professionals. Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products. Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors. Make 50+ outbound calls per day. Learn financial markets and portfolio strategies. Assist senior sales professionals within assigned territory. Effectively partner with the external wholesaler and the regional distribution team. Utilize contact management systems to capture information and schedule follow up activities. Prepare for and pass necessary licenses. Qualifications Bachelor's Degree 0-2 years of relevant experience Sales and client service experience, within financial services industry is a plus Excellent relationship, follow-up, and communication skills General knowledge of the financial services industry Motivated, mature, trustworthy, and a team player Highly organized and able to prioritize in a fast-paced environment Knowledge of private markets, structured products, and options is a plus Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date Benefits iCapital offers a compensation package which includes salary and equity for all full-time employees. This role is eligible for comission. Employees also receive a 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, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

What you’ll do

Requirements

Candidates must hold a bachelor's degree and possess 0-2 years of relevant experience in financial services or sales. The role requires obtaining Series 7, 63, and SIE licenses within four months of hire.