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Salary: USD 80,000 - 90,000 / 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. Your primary responsibilities include executing 75+ outbound calls daily to targeted prospects segmented by AUM, firm type, and alternative investment affinity. You will deliver compelling platform introductions tailored to each advisor's practice, guide them through registration, and conduct structured discovery calls to build detailed advisor profiles covering AUM, client demographics, alternative investment experience, product preferences, and compliance constraints.
Key responsibilities include overcoming objections with a consultative, education-first approach; identifying advisor readiness levels and tailoring follow-up cadence; coordinating with internal product specialists to deliver education and webinars; driving advisors through the funnel to first trade; and maintaining accurate CRM records in Salesforce. You will track and report conversion progress weekly 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 platform experience strongly preferred); ability to manage high call volumes in a structured environment; FINRA Series 7 and Series 63 licenses (must obtain within 90 days if not currently licensed); strong verbal communication skills; CRM proficiency (Salesforce preferred); self-motivation and metric-oriented mindset; knowledge of alternative investments; and experience selling into or supporting RIAs, wirehouses, or independent broker-dealers. Experience with outbound sequencing tools such as Outreach is a plus.
The role is hybrid: Monday–Thursday in the Greenwich office, with remote flexibility on Friday. Base salary $80,000–$90,000 plus equity, annual performance bonus, employer-matched retirement, subsidized healthcare (100% employer-paid dental and vision), telemedicine, virtual mental health counseling, parental leave, and unlimited PTO.
