Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is seeking a dynamic, client-facing Hybrid Sales Associate / Assistant Vice President to join the Alternative Investment Distribution team. This role uniquely blends high-volume inside sales activity with targeted field engagement, combining the efficiency of structured outbound calling with the relationship depth of in-person advisor meetings, regional events, and on-site firm visits.
What they're looking for
- Bachelor's degree in finance, business, economics, or a related field
- 3–6+ years of sales experience in financial services, with a combination of inside and/or field sales exposure is strongly preferred
- Demonstrated ability to manage both a structured daily call cadence and an active field calendar simultaneously
- FINRA Series 7 and Series 63 licenses are required
- Strong verbal and written communication skills, polished, professional presence in both phone and in-person settings
- Proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)
More about this role
iCapital is seeking a dynamic, client-facing Hybrid Sales Associate / Assistant Vice President to join the Alternative Investment Distribution team. This role uniquely blends high-volume inside sales activity with targeted field engagement, combining the efficiency of structured outbound calling with the relationship depth of in-person advisor meetings, regional events, and on-site firm visits. This is an ideal role for a sales professional who has excelled in an inside sales capacity and is ready to add a field dimension to their practice, or for a field wholesaler looking to leverage technology and structured outreach to scale their advisor relationships.
- Execute 50+ outbound calls per day targeting financial advisors not currently active on the iCapital platform, maintaining consistent daily call blocks regardless of field activity.
- Work from prioritized prospect lists segmented by AUM, firm type, channel, and alternative investment affinity.
- Deliver a compelling, concise platform introduction tailored to each advisor's practice.
- Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alts experience, product preferences,...
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