VP, Outbound Sales Desk Leader – Hybrid, Equity

iCapital Network, Inc.

Toronto

Hybrid

CAD 130,000 - 170,000

Full time

10 days ago

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Benefits offered by this job

Comprehensive benefits package

Equity

Bonus

Unlimited PTO

Job summary

iCapital Network, Inc. in Toronto seeks an experienced Manager to lead the Outbound Sales team within the Alternative Investment Distribution group.

You will coach a team of Analysts to introduce advisors to the platform, drive registrations, build profiles, and nurture them to first trades. The role requires leadership of a metrics-driven, high-volume outbound operation, with collaboration across Marketing, Product, and Recruiting to scale and optimize performance in a hybrid in-office/remote

Qualifications

Bachelor's degree in finance, business, economics, or a related field
10+ years of inside sales or financial services experience, with at least 1–2 years in a team lead, supervisory, or management capacity
Demonstrated ability to manage and develop high-volume outbound sales teams in a structured, metric-driven environment
FINRA Series 7 and Series 63 licenses are required
FINRA Series 24 license required or must obtain within 30 days of hire
Strong proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)
Excellent communication and coaching skills; ability to motivate a team and influence without authority
Data-driven approach to performance management and pipeline analysis
Familiar with alternative investments and the wealth management distribution ecosystem
Experience supporting or selling into RIAs or independent broker-dealers
Track record of improving team conversion metrics and reducing ramp time for new hires

Responsibilities

Manage a team of Outbound Sales Analysts executing 75+ calls per day per analyst targeting financial advisors not currently active on the iCapital platform
Set daily, weekly, and monthly performance targets; monitor and report on KPIs including call volume, registrations, advisor profiles completed, CRM compliance, and first-trade conversions
Conduct regular 1:1s, call coaching sessions, and team huddles to drive continuous skill development and performance improvement
Identify top performers and create development paths; address performance gaps proactively with structured improvement plans
Foster a high-energy, accountability-driven team culture aligned with iCapital's values
Own the team's outbound prospecting strategy, including prioritization of prospect lists segmented by AUM, firm type, channel, and alternative investment affinity
Develop and refine call scripts, objection-handling frameworks, and advisor profiling playbooks used by the analyst team
Partner with Marketing and Sales Enablement to ensure the team has compelling, current content and platform messaging for each advisor’s segment
Coordinate with Senior Relationship Managers to ensure seamless handoff of high-potential advisors flagged for escalation
Ensure 100% same-day CRM logging across the team; audit data quality and enforce standards for advisor profiles, call notes, and pipeline stages
Leverage CRM reporting (Salesforce) and outbound sequencing tools (Outreach) to identify pipeline trends, conversion bottlenecks, and territory opportunities
Deliver weekly pipeline and performance reports to Sales leadership
Partner with Product Specialists to schedule and coordinate advisor education touchpoints, webinars, fund spotlights, and platform demos that accelerate readiness to trade
Collaborate with Recruiting and Human Resources on analyst hiring, onboarding, and ramp planning as the team scales
Provide field intelligence to the broader Distribution and Product teams based on advisor feedback and objection patterns