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Salary: CAD 70,000 - 80,000 / annual
iCapital is seeking a driven Outbound Sales Associate to join the Alternative Investment Distribution team. This is a high-volume, metric-driven inside sales role focused on introducing financial advisors to the iCapital alternative investment platform and driving them to their first trade.
You will be the first point of contact for financial advisors not yet active on the platform. Key responsibilities include executing 75+ outbound calls daily to targeted prospects, delivering compelling platform introductions tailored to each advisor's practice, and guiding advisors through registration and onboarding. You'll conduct structured discovery calls to build detailed advisor profiles (AUM, client demographics, alternative investment experience, product preferences, compliance constraints) and overcome objections with a consultative, education-first approach.
You'll identify each advisor's readiness level and tailor follow-up cadence accordingly, coordinate with internal product specialists to deliver education and webinars, and drive advisors through the funnel to first trade while tracking conversion progress weekly. All activity, contact details, advisor profiles, and next steps must be logged in Salesforce or equivalent CRM in real time. You'll maintain accurate records for every advisor in your territory and flag high-potential advisors for escalation to Senior Relationship Managers.
Required qualifications: Bachelor's degree in finance, business, economics, or related field; 2–5 years of outbound sales, inside sales, or financial services experience (wealth management or investment platforms strongly preferred); ability to manage high call volumes in a structured sales environment; FINRA Series 7 and Series 63 licenses (must obtain within 90 days if not licensed); strong verbal communication skills; proficiency with CRM tools (Salesforce preferred); self-motivation and metric-oriented mindset; knowledge of alternative investments; experience selling into or supporting RIAs, wirehouses, or independent broker-dealers; and experience with outbound sequencing tools such as Outreach.
The role is hybrid: Monday–Thursday in office, with flexibility to work remotely on Friday. Base salary CAD $70,000–$80,000 plus bonus and equity. Comprehensive benefits include 100% premium coverage for medical, dental, vision, prescription, life insurance, and long-term disability; retirement plans with company match; and unlimited PTO.
