iCapital Network
Alternatives Distribution, Hybrid Sales - Associate / Assistant Vice President
$90K–$125K
Greenwich, Connecticut, United States · Director · Full-time · Posted Sep 3, 2026
- Experience
- 3–6+ years of financial services sales experience; inside and/or field sales exposure is strongly preferred.
- Education
- Bachelor's degree in finance, business, economics, or a related field.
About the job
Develop advisor relationships and drive adoption of iCapital’s alternative investment platform through structured outbound sales, territory visits, and educational meetings.
What you'll do
- Make 50+ daily outbound calls, conduct discovery, and follow up with prospective financial advisors.
- Visit advisors and represent iCapital at regional events, due diligence meetings, roadshows, and conferences.
- Manage the advisor pipeline and Salesforce records; report sales activity and share market feedback.
What they ask for
- Bachelor's degree in finance, business, economics, or a related field.
- FINRA Series 7 and Series 63 licenses.
- Proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent).
- Able and willing to travel within the assigned territory; estimated 25–40% travel.
Nice to have
- Knowledge of alternative investments and experience selling into or supporting RIAs and independent broker-dealer networks.
- Track record of converting phone-initiated relationships into productive in-person sales meetings.
Pay
USD $90,000 to $125,000 base salary
Tools
Salesforce, Outreach
Model-written summary · the original posting is authoritative