Annuities Analyst

Who you are

• Bachelor's degree is required; concentration in finance, business, or a related field is preferred
• 2–5 years of operational or client-facing experience in the financial services industry, with demonstrated exposure to annuities or insurance products is strongly preferred
• Experience with Hexure or comparable insurance and annuity configuration platforms is a strong plus
• Proven ability to work cross-functionally and support senior stakeholders, comfortable translating strategic priorities into operational action
• Exceptional communication and relationship management skills, able to interface confidently with clients, partners, and internal leadership
• Highly organized with strong attention to detail, capable of managing multiple workstreams and prioritizing effectively in a fast-moving environment
• Self-starter with a proactive, solutions-oriented mindset and a genuine desire to contribute to a high-growth fintech organization
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) required; familiar with CRM or operational tools is a plus

What the job involves

• ICapital is seeking an Annuities Analyst to join the growing Annuities Platform team
• This role sits at the intersection of client operations, technology integration, and strategic execution, offering a meaningful opportunity to drive platform excellence while directly supporting senior leadership on high-impact initiatives
• This individual will serve as a key operational partner across internal teams, owning client onboarding workflows and contributing to configuration efforts within Hexure, now part of iCapital, and related platforms
• Own end-to-end onboarding for Wealth Managers and financial professionals, coordinating across internal stakeholders to deliver a consistent, high-quality experience from intake through activation
• Configure and maintain annuity products on the platform, ensuring product data integrity and timely updates in alignment with business requirements
• Collaborate on Hexure integration and configuration under senior direction, supporting implementation, testing, and optimization of annuity product setups to ensure accuracy and a seamless client experience
• Support senior management in advancing high-level operational and strategic objectives, including preparing materials, synthesizing platform data, and acting as a reliable execution partner on cross-functional initiatives
• Serve as a collaborative liaison to the Sales team, proactively communicating platform capabilities and operational timelines to support client acquisition and retention goals
• Partner with Engineering teams to identify, escalate, and resolve platform issues, contributing to a feedback loop that improves long-term platform reliability
• Manage client expectations through proactive communication, structured issue tracking, and timely resolution of operational inquiries