FinTech, Financial Services, Wealth Management

Alternatives Distribution, Outbound Specialist - Associate

RemoteRemoteFull Time$80,000–$100,000 /yrPosted 2 months agoVisa sponsorship available

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Required skills

outbound calls
platform registrations
advisor profiles
CRM
Salesforce
FINRA Series 7
FINRA Series 63
high call volumes
structured sales environment
data entry

Nice to have

wealth management
investment platforms
alternative investments
RIAs
wirehouses
independent broker-dealers

Role summary

iCapital is seeking a driven Outbound Sales Associate for its Alternative Investment Distribution team. This role focuses on contacting financial advisors not yet active on the iCapital platform, introducing them to the company, securing registrations, and guiding them through the process to their first trade. It's a high-volume, metric-driven inside sales position requiring strong communication, CRM proficiency (Salesforce preferred), and knowledge of alternative investments. The role involves managing high call volumes in a structured sales environment and requires FINRA Series 7 and 63 licenses. The position offers a hybrid work model with competitive salary and benefits.

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

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

Benefits

The base salary range for this role is $80,000 to $100,000. 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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. 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.

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Alternatives Distribution, Outbound Specialist - Associate

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Required skills

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