Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is looking to hire an Internal Wholesale Associate to join the Alternative Distribution team. The ideal candidate will work with new and existing advisors throughout the lifecycle of the alternative investment. You'll partner with External Wholesalers and own advisor relationships actively prospecting, educating, and closing new business while deepening engagement with existing clients. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Bachelor’s degree in a related field
- 2+ years of outbound sales experience — you know how to pick up the phone, build rapport fast, and move prospects through a funnel
- Background in investment or financial services, familiarity with alternatives is a strong plus
- Strong command of Salesforce, PowerPoint, Excel, and Word, Tableau or BI tools a bonus
- Exceptional communication skills, sharp critical thinking, and the ability to juggle multiple priorities without dropping the ball
- FINRA SIE, Series 7 and Series 63 licenses
More about this role
iCapital is looking to hire an Internal Wholesale Associate to join the Alternative Distribution team. The ideal candidate will work with new and existing advisors throughout the lifecycle of the alternative investment. You'll partner with External Wholesalers and own advisor relationships actively prospecting, educating, and closing new business while deepening engagement with existing clients. You'll be the connective tissue between financial advisors and iCapital's full ecosystem, driving platform adoption and revenue growth across our alternatives marketplace.
- Build pipeline and drive revenue — proactively prospect and activate new financial advisors, delivering a compelling iCapital value proposition that converts interest into investment activity.
- Lead go-to-market campaigns — spearhead outreach around new product launches, conferences, and thought leadership content to generate qualified engagement and accelerate the sales cycle.
- Be a trusted alternatives expert — continuously deepen your knowledge of alternative investment products so you can consult advisors with confidence and credibility at every stage of the deal.
- Drive CRM discipline — maintain sharp...
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