About this opportunity
iCapital Network, Inc. lists this Alternatives Distribution, Hybrid Sales - Associate / Assistant Vice President New Greenwich, Connecticut, United States opportunity in greenwich, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
About the Role
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. This is an ideal role for a sales professional who has excelled in an inside sales capacity and is ready to add a field dimension to their practice, or for a field wholesaler looking to leverage technology and structured outreach to scale their advisor relationships.
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
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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
iCapital is proud to be an Equal Employment Opportunity and Affi daction employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
iCapital Voluntary Self-Identification Questions (U.S. Only)
Candidates are invited to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As set forth in iCapital Network ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, and you voluntarily decide to complete this survey, please indicate by making the appropriate selection. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake. Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded.
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Why are you being asked to complete this?
The law requires us to provide equal employment opportunity to qualified people with disabilities. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake.
Completing this form is voluntary. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way.
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A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.Disabilities include, but are not limited to:
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iCapital uses AI-enabled technology to compare your application against our job requirements and to assist in our hiring process.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.