Icapitalnetwork

Alternative Distribution Sales Desk Manager - Vice President / Senior Vice President

Toronto, Ontario, Canada. Posted 2 months ago

The role

This manager will lead the Outbound Sales team within the Alternative Investment Distribution group. The role involves overseeing Outbound Sales Analysts to introduce financial advisors to the iCapital platform and drive registrations and trades.

What you will do

  • Manage a team of Outbound Sales Analysts executing 75+ calls per day per analyst.
  • Set daily, weekly, and monthly performance targets and monitor KPIs.
  • Conduct regular 1:1s, call coaching sessions, and team huddles.
  • Identify top performers and create development paths.
  • Own the team's outbound prospecting strategy.
  • Develop and refine call scripts, objection-handling frameworks, and advisor profiling playbooks.
  • Partner with Marketing and Sales Enablement for content and messaging.
  • Coordinate with Senior Relationship Managers for high-potential advisor handoffs.
  • Ensure 100% same-day CRM logging and audit data quality.
  • Leverage CRM reporting and outbound sequencing tools to identify trends.

Required qualifications

  • Bachelor's degree in finance, business, economics, or a related field
  • 10+ years of inside sales or financial services experience
  • 1–2 years in a team lead, supervisory, or management capacity
  • Demonstrated ability to manage and develop high-volume outbound sales teams
  • FINRA Series 7 license
  • FINRA Series 63 license
  • FINRA Series 24 license required or must obtain within 30 days of hire
  • Strong proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)
  • Excellent communication and coaching skills
  • Data-driven approach to performance management and pipeline analysis
  • Familiar with alternative investments and the wealth management distribution ecosystem

Nice to have

  • Experience supporting or selling into RIAs or independent broker-dealers
  • Track record of improving team conversion metrics and reducing ramp time for new hires

Benefits

  • Salary, bonus, and equity
  • Company pays 100% of the premium for all Group Benefits for you and your dependents
  • Medical
  • Dental
  • Vision
  • Prescription
  • Life insurance
  • Long-term disability
  • Retirement Plans with a company match
  • Unlimited Paid Time Off (PTO)

About the company

iCapital is an organization seeking to lead the Alternative Investment Distribution group. The company supports a fair and inclusive workplace.

Alternative Distribution Sales Desk Manager - Vice President / Senior Vice President at Icapitalnetwork | JobZoey