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).