Alternatives Distribution, Outbound Specialist - Analyst/ Associate

iCapital; Toronto; Hybrid; CAD 70,000 - 80,000; Full time

Benefits offered by this job

Comprehensive benefits package

Equity and bonus opportunities

Unlimited PTO

Hybrid in-office schedule with Friday/

Retirement plans with company match

Job summary

iCapital is seeking a driven Outbound Sales Associate to grow its Alternative Investment Distribution. You will be the first contact for financial advisors not yet active on the platform, conducting high-volume calls and guiding registrations through to first trade.

Work from an office Mon-Thu with remote Fridays, targeting RIAs and broker-dealers, and driving a metric-based workflow with CRM logging and weekly progress reporting.

Qualifications

• Bachelor's degree in finance, business, economics, or related field.
• 2–5 years outbound sales, inside sales, or financial services experience; wealth management or investment platforms preferred.
• Manage high call volumes in a structured sales environment.
• FINRA Series 7 and 63 licenses required; obtain within 90 days if not licensed.
• Strong verbal communication with sophisticated financial professionals.
• CRM tools (Salesforce preferred) and rigorous data entry.
• Self-motivated with time management and a metric-driven mindset.
• Knowledge of alternative investments.
• Experience selling into RIAs, wirehouses, or independent broker-dealers.
• Experience with Outreach sequencing tools.

Responsibilities

• Introduce advisors to iCapital, secure registrations, build profiles, log activity, and nurture relationships until first trade.
• Execute 75+ outbound calls per day to financial advisors not on the platform.
• Work from prioritized prospect lists segmented by AUM, firm type, and investment affinity.
• Deliver a tailored platform introduction for each advisor.
• Guide advisors through the platform registration from first call to completion.
• Conduct discovery calls to build rich advisor profiles with AUM, demographics, and experience.
• Overcome objections with a consultative, education-first approach.
• Identify readiness level and tailor follow-up cadence.
• Coordinate with product specialists for education, webinars, and content.
• Drive funnel to first trade and report progress weekly.
• Log call activity, advisor details, and next steps in CRM in real time.
• Maintain complete records for every advisor in the territory.
• Flag high-potential advisors for escalation to Senior Relationship Managers.

Skills

Outbound sales experience

Financial services knowledge

Strong communication

Time management

CRM proficiency

Education

Bachelor's degree in finance, business, economics, or related field

Tools

Salesforce

Outreach

Job description

About the Role

iCapital is seeking a driven, high-energy Outbound Sales Associate to join the Alternative Investment Distribution team. This individual will be the first point of contact for financial advisors who are not yet active on the iCapital alternative investment platform. This is a high-volume, metric-driven inside sales role designed for professionals who thrive in a structured calling environment and are passionate about alternative investments and the wealth management industry.

Responsibilities

• Introduce advisors to iCapital, secure platform registrations, build detailed advisor profiles, log all activity in the CRM, and nurture each relationship until the advisor completes their first trade.
• Execute 75+ outbound calls per day targeting financial advisors not currently trading on the iCapital platform.
• Work from prioritized prospect lists segmented by AUM, firm type, and alternative investment affinity.
• Deliver a compelling, concise platform introduction tailored to each advisor's practice.
• Guide financial advisors through the iCapital platform registration process from first call to completion.
• Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alternative investment experience, product preferences, and compliance constraints.
• Overcome objections with a consultative, education-first approach.
• Identify each advisor's readiness level and tailor follow-up cadence accordingly.
• Coordinate with internal product specialists to deliver education, webinars, and content that accelerates advisor readiness.
• Drive advisors through the funnel to first trade, tracking and reporting conversion progress weekly.
• Log all call activity, contact details, advisor profiles, and next steps in the CRM (Salesforce or equivalent) in real time.
• Maintain accurate and complete records for every advisor in your territory.
• Flag high-potential advisors for escalation to Senior Relationship Managers.

Qualifications

• Bachelor's degree in finance, business, economics, or a related field
• 2 - 5 years of outbound sales, inside sales, or financial services experience; experience in wealth management or investment platforms is strongly preferred
• Able to manage high call volumes in a structured sales environment
• FINRA Series 7 and Series 63 licenses required; must obtain within 90 days of hire if not licensed
• Strong verbal communication skills with the ability to engage sophisticated financial professionals confidently
• Proficiency with CRM tools, Salesforce preferred, and commitment to rigorous data entry
• Self-motivated with strong time management skills and a metric-oriented mindset
• Knowledge of alternative investments
• Experience selling into or supporting RIAs, wirehouses, or independent broker-dealers
• Experience with outbound sequencing tools such as Outreach

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

The base salary range for this role is $ 70,000CAD to $ 80,000 CAD. iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability. We offer a variety of Retirement Plans which have a company match. We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

iCapital is proud to support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.