Alternatives Distribution, Outbound Specialist - Associate

About the Role

iCapital is seeking a driven, high-energy Outbound Sales Associate to join the Alternative Investment Distribution team. This individual will be the first point of contact for financial advisors who are not yet active on the iCapital alternative investment platform.  This is a high-volume, metric-driven inside sales role designed for professionals who thrive in a structured calling environment and are passionate about alternative investments and the wealth management industry.

Responsibilities

• Introduce advisors to iCapital, secure platform registrations, build detailed advisor profiles, log all activity in the CRM, and nurture each relationship until the advisor completes their first trade.
• Execute 75+ outbound calls per day targeting financial advisors not currently trading on the iCapital platform.
• Work from prioritized prospect lists segmented by AUM, firm type, and alternative investment affinity.
• Deliver a compelling, concise platform introduction tailored to each advisor's practice.
• Guide financial advisors through the iCapital platform registration process from first call to completion.
• Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alternative inves