iCapital Network
Alternatives Distribution, Outbound Specialist - Associate
$80K–$100K
Greenwich, Connecticut, United States · Full-time · Posted Aug 11, 2026
- Experience
- 2–5 years of outbound sales, inside sales, or financial services experience.
- Education
- Bachelor’s degree in finance, business, economics, or a related field.
About the job
Conduct high-volume outbound sales to financial advisors, introducing them to iCapital’s alternative investment platform and guiding them from registration through their first trade.
What you'll do
- Make 75+ outbound calls per day, deliver tailored platform introductions, and guide advisors through registration.
- Build advisor profiles, record activity in the CRM, and tailor follow-up to advisor readiness.
- Coordinate education with product specialists, track conversions to first trade, and escalate high-potential advisors.
What they ask for
- Bachelor’s degree in finance, business, economics, or a related field.
- FINRA Series 7 and Series 63 licenses.
- Strong verbal communication skills and ability to manage high call volumes in a structured sales environment.
- Proficiency with CRM tools and commitment to rigorous data entry.
Nice to have
- Wealth management or investment platform experience; knowledge of alternative investments.
- Experience supporting RIAs, wirehouses, or independent broker-dealers, or using outbound sequencing tools such as Outreach.
Pay
USD 80,000 to USD 100,000 base salary
Tools
Salesforce, Outreach
Model-written summary · the original posting is authoritative