Lead the Outbound Sales team at iCapital as a Vice President, focusing on financial advisors and alternative investments. Drive results with proven inside sales expertise and team leadership skills.

iCapital seeks an experienced Manager to spearhead its Outbound Sales Analysts. In this pivotal role, you’ll leverage deep knowledge of alternative investments while coaching and motivating a high-volume sales team. This position is ideal for someone with a successful background in financial services and a passion for developing their team’s skills.

Key Responsibilities:
• Manage outbound sales analysts with over 75 calls daily
• Set performance targets and monitor KPIs extensively
• Conduct regular coaching sessions to enhance skills




• Identify high performers and create advancement paths
• Own and implement the outbound prospecting strategy

Requirements:
• Bachelor’s degree in finance or related field
• 3-6 years in inside sales or financial services
• FINRA Series 7 and 63 licenses required
• Solid Salesforce CRM proficiency
• Excellent communication and coaching abilities

Be the driving force behind a results-oriented sales team at iCapital, enhancing the financial advisor experience.
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📌 Vice President of Outbound Sales at iCapital (Ontario)
🏢 icapitalnetwork
📍 Ontario