Alternatives Distribution, Outbound Specialist - Associate

iCapital; Greenwich (CT); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Retirement plan

Comprehensive health benefits

Parental leave

Unlimited PTO

Job summary

iCapital is seeking a driven Inside Sales Associate to join the Alternative Investment Distribution team in a hybrid office setup. You will be the first contact for financial advisors not yet active on the platform, conducting high-volume outreach and guiding them through registration to their first trade.

Key qualifications include a Finance/Business degree and 2-5 years in outbound/inside sales, plus FINRA licenses or the ability to obtain them within 90 days.

Qualifications

• Bachelor's degree in finance, business, economics, or a related field.
• 2-5 years of outbound sales, inside sales, or financial services experience; wealth management/investment platforms preferred.
• Finra Series 7 and Series 63 licenses; must obtain within 90 days if not licensed.
• Strong verbal communication and confidence engaging financial professionals.
• Proficiency with CRM tools, Salesforce preferred, with accurate data entry.

Responsibilities

• Make 75+ outbound calls per day to financial advisors not yet on the iCapital platform.
• Guide advisors through platform registration and complete their first trade.
• Log activity and build advisor profiles in the CRM in real time.
• Coordinate with product specialists to deliver education and webinars for advisor readiness.
• Track progress and report conversion rates weekly.
• Maintain thorough records for all advisors in the territory.

Skills

Verbal communication

Time management

CRM data entry

Self-motivation

Knowledge of alternative investments

Outbound sales

Education

Bachelor's degree in finance/business/economics

Tools

Salesforce

CRM tools

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

The base salary range for this role is $80,000 to $90,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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.

iCapital is proud to be an Equal Employment Opportunity and We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.