# Alternatives Distribution, Hybrid Sales - Associate / Assistant Vice President **Company**: iCapital **Location**: Greenwich, Connecticut **Work arrangement**: hybrid **Experience**: senior **Job type**: full-time **Salary**: $90,000 to $125,000 **Category**: Sales **Industry**: Finance **Apply**: https://job-boards.greenhouse.io/icapitalnetwork/jobs/8637198002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply **Canonical**: https://yubhub.co/jobs/job_b1f0dc29-983 ## Description 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. 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). ## Skills ### Required - Salesforce - FINRA Series 7 - FINRA Series 63 - alternative investments ### Nice to have - inside sales - field sales - outbound sequencing tools --- Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/icapitalnetwork/jobs/8637198002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)