Alternatives Distribution, Outbound Specialist - Analyst/ Associate

The role

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

What you will do

• Introduce advisors to iCapital and secure platform registrations.
• Build detailed advisor profiles and log activity in the CRM.
• Execute 75+ outbound calls per day.
• Work from prioritized prospect lists.
• Deliver platform introductions tailored to each advisor.
• Guide 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.

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; must obtain within 90 days of hire if not licensed
• 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, bonus, and equity
• Company pays 100% of the premium for all Group Benefits for you and your dependents
• Medical, dental, vision, prescription, life insurance and long-term disability
• Retirement Plans with a company match
• Unlimited Paid Time Off (PTO)
• Flexibility to work in the office three to four days and remotely for the remainder of the week

About the company

iCapital is a company that supports a fair and inclusive workplace. The company offers a comprehensive benefits package for all full-time employees.