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iCapital

Annuities Sales - Analyst

iCapital · New York, New York, United States

Posted about 3 months ago · $70,000 to $80,000

or apply directly on iCapital's site. We never take the application ourselves.

Is this posting real?

This role has been open
91 days
iCapital's roles stay open a median of 103 days
Reposted
No
Salary listed
Yes
76% of iCapital's roles list one
Ghost-job risk at iCapital
high
213 stale, 5 reposted of 213 open
Hiring momentum
45 roles opened in the last 90 days
↓ down vs. the prior 90 days
Last confirmed on the employer's board
2026-11-14

Measured from postings appearing on and disappearing from iCapital's own greenhouse board since 2026-08-03. Full hiring picture for iCapital.

About this role

The Annuities Sales Analyst at iCapital will support the Annuities team by managing client relationships and ensuring their needs are met. The role involves training partners, maintaining data accuracy, and assisting in strategy execution for the Annuities platform. Additionally, the Analyst will analyze data, collaborate with various teams, and drive process improvements to enhance the platform's efficiency.

Our read on this posting4.0out of 5
benefits
4/5
freshness
3/5
career value
4/5
role clarity
4/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of iCapital as an employer.

What you need

  • Bachelor’s degree in a related field
  • 1+ year(s) of relevant experience in trading, business development, or relationship management in the financial market industry or internship within a relevant field
  • Strong analytical and problem-solving skills
  • Strong written and verbal communication skills
  • Ability to operate in a fast-paced environment
  • Demonstrated client service skills with stakeholders and clients

Nice to have

  • Series 7, 63 certifications are preferred; or attained within 120 days of hire
  • Knowledge of financial products, and annuities, is preferred
  • Proactive team player with a positive attitude and willingness to roll up one’s sleeves

What you get

  • Base salary range of $70,000 to $80,000
  • Compensation package includes salary, equity for all full-time employees, and an annual performance bonus
  • Comprehensive benefits package including employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)

Worth weighing

  • No specific mention of career advancement opportunities
  • Fast-paced environment may lead to high pressure
  • Certifications required within 120 days could be a challenge for some candidates

Summarised from iCapital's posting. Read the full original.

Listed by iCapital on their greenhouse job board, last confirmed open on 2026-11-14. PitchMeAI is not the employer.

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