Alternatives Distribution, Outbound Specialist - Associate

The role

This individual will be the first point of contact for financial advisors not yet active on the iCapital alternative investment platform. The role involves executing high-volume outbound calls to secure platform registrations and nurture relationships through to the first trade.

What you will do

• Introduce advisors to iCapital and secure platform registrations
• Execute 75+ outbound calls per day targeting financial advisors
• Work from prioritized prospect lists
• Deliver platform introductions tailored to each advisor
• Guide financial advisors through the registration process
• Conduct structured discovery calls to build advisor profiles
• Overcome objections with a consultative approach
• Identify advisor readiness and tailor follow-up cadence
• Coordinate with internal product specialists
• Log all activity in the CRM in real time

Required qualifications

• Bachelor's degree in finance, business, economics, or a related field
• 2 - 5 years of outbound sales, inside sales, or financial services experience
• Able to manage high call volumes in a structured sales environment
• FINRA Series 7 and Series 63 licenses required
• Strong verbal communication skills
• Proficiency with CRM tools
• Self-motivated with strong time management skills
• Knowledge of alternative investments

Nice to have

• experience in wealth management or investment platforms
• Salesforce preferred
• Experience selling into or supporting RIAs, wirehouses, or independent broker-dealers
• Experience with outbound sequencing tools such as Outreach

Benefits

• salary
• equity for all full-time employees
• annual performance 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.