The job, in the employer's words
About the Role
iCapital is seeking a dynamic, client-facing Hybrid Sales Associate / Assistant Vice President to join the Alternative Investment Distribution team. This role uniquely blends high-volume inside sales activity with targeted field engagement, combining the efficiency of structured outbound calling with the relationship depth of in-person advisor meetings, regional events, and on-site firm visits. This is an ideal role for a sales professional who has excelled in an inside sales capacity and is ready to add a field dimension to their practice, or for a field wholesaler looking to leverage technology and structured outreach to scale their advisor relationships.
Responsibilities
- Execute 50+ outbound calls per day targeting financial advisors not currently active on the iCapital platform, maintaining consistent daily call blocks regardless of field activity.
- Work from prioritized prospect lists segmented by AUM, firm type, channel, and alternative investment affinity.
- Deliver a compelling, concise platform introduction tailored to each advisor's practice.
- Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alts experience, product preferences, and compliance constraints.
- Execute multi-touch follow-up sequences via phone, email, and digital content to maintain pipeline momentum between field visits.
- Conduct regular field visits to advisor offices, branch locations, and home offices within your assigned territory to deepen relationships initiated via phone.
- Represent iCapital at regional advisor events, due diligence meetings, fund roadshows, and industry conferences.
- Partner with internal product specialists and external fund managers to deliver in-person educational sessions, platform demonstrations, and investment committee presentations.
- Identify and cultivate relationships with branch managers, team leads, and center-of-influence advisors to expand platform adoption within key firms.
- Maintain a segmented pipeline of advisors at each stage of the funnel, prioritizing field time for highest-potential opportunities.
- Flag high-value advisors for escalation to Senior Relationship Managers and coordinate warm handoffs.
- Track and report weekly on call activity, field meetings, registration progress, and conversion metrics.
- Log all call activity, field meetings, contact details, advisor profiles, and next steps in Salesforce in real time; same day for calls, within 24 hours for field activity.
- Maintain complete, accurate CRM records for every advisor in your territory.
- Use CRM and sequencing data to identify whitespace within your territory and optimize the balance of inside vs. field time.
- Share market intelligence and advisor feedback with the broader Distribution, Product, and Marketing teams.
Qualifications
- Bachelor's degree in finance, business, economics, or a related field
- 3–6+ years of sales experience in financial services, with a combination of inside and/or field sales exposure is strongly preferred
- 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; polished, professional presence in both phone and in-person settings
- Proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)
- Willingness and able to travel within assigned territory (estimated 25–40% travel)
- Self-directed with strong organizational skills and the ability to manage competing inside and field priorities
- Knowledge of alternative investments
- Experience selling into or supporting RIAs and independent broker-dealers networks
- Track record of converting phone-initiated relationships into productive in-person sales meetings
Benefits
The base salary range for this role is $90,000 to $125,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Benefits mentioned
- The base salary range for this role is $90,000 to $125,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
Requirements mentioned
- Bachelor's degree in finance, business, economics, or a related field
- 3–6+ years of sales experience in financial services, with a combination of inside and/or field sales exposure is strongly preferred
- 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; polished, professional presence in both phone and in-person settings
- Proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)
- Willingness and able to travel within assigned territory (estimated 25–40% travel)
- Self-directed with strong organizational skills and the ability to manage competing inside and field priorities
- Knowledge of alternative investments
- Experience selling into or supporting RIAs and independent broker-dealers networks
- Track record of converting phone-initiated relationships into productive in-person sales meetings
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