Engage in structured investments as a proactive Analyst, facilitating sales support through analytical research and effective communication. Collaborate with clients and vendors while mastering financial products and trends.This role focuses on supporting sales professionals within a dedicated territory. You will analyze product sales trends, conduct outreach, and assist senior team members. Additionally, you’ll gain knowledge of financial markets, portfolio strategies, and the intricacies of structured products.Key Responsibilities:• Conduct calls to schedule appointments for licensed sales professionals• Analyze sales trends within broker-dealers and Financial Advisors• Make 50+ outbound calls daily to drive engagement• Partner with external wholesalers and distribution teams• Utilize contact management systems for tracking activitiesRequirements:• Bachelor’s Degree is required• 0-2 years relevant experience in financial services• Excellent communication and relationship management skills• Must obtain Series 7, 63, and SIE licenses• Knowledge of private markets is advantageousContribute to impactful sales support in structured investments, leveraging relationships and analytical skills to drive success.#J-18808-Ljbffr
Analyst For Structured Investments Sales Support In Finance
ICAPITAL NETWORK
toronto, toronto
Published 27 days ago
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