Annuity Distribution and Partnerships Specialist

5 days ago


New York, New York, United States iCapital Full time
We're seeking a highly motivated and experienced professional to join our dynamic Annuity Platform team as a Senior Annuity Platform Development Manager or equivalent role. As part of our team, you will be responsible for expanding both distribution channels and insurance carrier partnerships for the iCapital Annuity Platform. Key responsibilities include leading the onboarding process for new clients, providing training to advisors and insurance company wholesalers, and collaborating with the Annuity Operations team to ensure a smooth experience for clients and stakeholders.

To succeed in this role, you'll need a bachelor's degree and ~6-10+ years of experience in sales support within the financial services industry. You should also have a strong understanding of annuities and related financial products, as well as excellent time management and organizational skills.

iCapital offers a competitive compensation package, including salary, equity, and an annual performance bonus. Employees also receive a comprehensive benefits package, which includes an employer matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO). This role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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