Alternatives Distribution, Hybrid Sales - Associate / Assistant Vice President

The role

This role blends high-volume inside sales with targeted field engagement. You will perform outbound calling and conduct in-person advisor meetings, regional events, and on-site firm visits.

What you will do

• Execute 50+ outbound calls per day targeting financial advisors
• Work from prioritized prospect lists
• Deliver platform introductions tailored to advisor practices
• Conduct structured discovery calls to build advisor profiles
• Execute multi-touch follow-up sequences via phone, email, and digital content
• Conduct regular field visits to advisor offices, branch locations, and home offices
• Represent iCapital at regional advisor events, due diligence meetings, fund roadshows, and industry conferences
• Partner with internal product specialists and external fund managers for educational sessions and presentations
• Identify and cultivate relationships with branch managers, team leads, and center-of-influence advisors
• Maintain a segmented pipeline and log all activity in Salesforce

Required qualifications

• Bachelor's degree in finance, business, economics, or a related field
• 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
• Proficiency with Salesforce CRM and outbound sequencing tools
• Willingness and able to travel within assigned territory (estimated 25–40% travel)
• Self-directed with strong organizational skills
• Knowledge of alternative investments

Nice to have

• 3–6+ years of sales experience in financial services, with a combination of inside and/or field sales exposure

Benefits

• Salary and equity
• Commission-based bonus
• Employer matched retirement plan
• Subsidized healthcare
• 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)

About the company

iCapital is an Equal Employment Opportunity and Affirmative Action employer.