Alternative Investments Wholesale Associate (Hybrid/Remote)

iCapital

Greenwich (CT)

Hybrid

USD 95,000 - 105,000

Full time

9 days ago

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Benefits offered by this job

Equity included

Office Mon-Thu; remote Fri

Job summary

iCapital is seeking an Internal Wholesale Associate to join the Alternative Distribution team. You will develop and manage relationships with financial advisors, educating them on our alternatives marketplace and driving revenue growth through proactive outreach.

You will collaborate with External Wholesalers, own advisor relationships, and advocate for platform adoption while maintaining strong Salesforce records and staying current on product knowledge and market trends.

Qualifications

Bachelor’s degree in a related field.
2+ years of outbound sales experience with proven funnel management.
Background in investment or financial services; familiarity with alternatives is a strong plus.
Strong command of Salesforce, PowerPoint, Excel, and Word; Tableau or BI tools a bonus.

Responsibilities

Build pipeline and drive revenue by prospecting and activating new financial advisors.
Lead go-to-market campaigns around product launches and conferences.
Be a trusted alternatives expert to consult advisors at every stage of the deal.
Drive CRM discipline with Salesforce to fuel smarter targeting and performance.
Manage and grow referral revenue by routing opportunities to related teams.
Act as main contact for advisors regarding investment creation and servicing.