About this role
Sales Support - Analyst at iCapital. Location: Greenwich, Connecticut, United States. Role: driving registrations, leading campaigns, managing relationships Requirements: Bachelor's degree required; experience in investment/financial services; Series 7 and Series 63 required within 120 days; CAIA required within 2 years; strong Salesforce, PowerPoint, Excel, Word skills; Tableau a plus; project management and client service skills. Category: Sales Seniority: Entry Level Tools: Salesforce, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Tableau Certifications: series 7, series 63, caia Commitment: Full Time Workplace: Hybrid Languages: English