Annuity Platform Expansion Specialist

4 days ago


New York, New York, United States iCapital Full time
About the Role
iCapital is seeking a highly motivated and experienced professional to join our dynamic Annuity Platform team as a Annuity Platform Expansion Specialist. This role will focus on expanding distribution channels and insurance carrier partnerships for the iCapital Annuity Platform. The successful candidate will work closely with the existing team to drive the acquisition and onboarding of new clients.

Responsibilities:
  • Cultivate relationships with potential broker/dealer, bank, and Registered Investment Advisor (RIA) distributors.
  • Lead the onboarding process for new clients, ensuring a seamless transition onto the iCapital Annuity Platform.
  • Provide training to advisors, distribution home office personnel, and insurance company wholesalers on platform usage and features.
  • Collaborate with the Annuity Operations team to ensure the delivery of a smooth, efficient experience for all clients and stakeholders.

The estimated salary for this role is $105,000 to $150,000 per year. In addition to a comprehensive benefits package, including an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO), iCapital offers a compensation package that includes equity for all full-time employees and an annual performance bonus.

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