iCapital Network
Alternatives Distribution, Internal Wholesale Associate
$95K–$105K
Greenwich, Connecticut, United States · Full-time · Posted Sep 29, 2026
- Experience
- 2+ years of outbound sales experience.
- Education
- Bachelor’s degree in a related field.
About the job
Develop advisor relationships and drive adoption and revenue for iCapital’s alternative investment marketplace through prospecting, education, sales campaigns, and client support.
What you'll do
- Prospect and activate financial advisors, build sales pipelines, and convert interest into investment activity.
- Lead outreach campaigns for product launches, conferences, and thought leadership; maintain Salesforce records and route promising opportunities to internal teams.
- Advise and support financial advisors throughout investment creation and servicing, while deepening expertise in alternative investments.
What they ask for
- Bachelor’s degree in a related field.
- 2+ years of outbound sales experience.
- Background in investment or financial services.
- FINRA SIE, Series 7, and Series 63 licenses.
Nice to have
- Familiarity with alternative investments.
- CAIA certification preferred or attainment within 2 years of hiring date; Tableau or BI tools are a bonus.
Pay
$95,000 to $105,000 USD base salary
Tools
Salesforce, PowerPoint, Excel, Word, Tableau, BI tools
Model-written summary · the original posting is authoritative