Alternative Distribution Sales Desk Manager - Vice President / Senior Vice President

About the Role

iCapital is seeking an experienced, results-oriented Manager to lead the Outbound Sales team within the Alternative Investment Distribution group. This individual will oversee a team of Outbound Sales Analysts whose mission is to introduce financial advisors to the iCapital platform, drive registrations, build advisor profiles, and nurture advisors to their first trade. This role is ideal for a proven inside sales leader who combines a deep understanding of alternative investments and the wealth management distribution landscape and able to coach, motivate, and scale a high-volume outbound Sales team.

Responsibilities

• Manage a team of Outbound Sales Analysts executing 75+ calls per day per analyst targeting financial advisors not currently active on the iCapital platform.
• Set daily, weekly, and monthly performance targets; monitor and report on KPIs including call volume, registrations, advisor profiles completed, CRM compliance, and first-trade conversions.
• Conduct regular 1:1s, call coaching sessions, and team huddles to drive continuous skill development and performance improvement.
• Identify top performers and create development paths; address performance gaps proactively with structured improvement plans.
• Foster a high-energy, accountability