Lead the Outbound Sales team at iCapital as a proven manager with a focus on alternative investments. Drive team performance, coach analysts, and enhance advisor engagement every day. iCapital is looking for an experienced Sales Manager to oversee the Outbound Sales Analysts. This role involves mentoring team members, setting performance targets, and refining sales strategies for financial advisors.

Candidates with inside sales expertise and knowledge of wealth management will excel in fostering a high-energy, results-oriented culture. Key Responsibilities:

- Manage team’s outbound calling efforts exceeding 75 calls daily
- Set and monitor KPIs including registration and conversion metrics
- Conduct coaching sessions and regular team meetings




- Develop and improve sales scripts and objection-handling strategies
- Collaborate with Marketing and Sales Enablement to optimize outreach

Requirements:

- Bachelor's degree in finance, business, or related fields
- 10+ years in financial services with previous managerial experience
- Series 7 and 63 licenses required; Series 24 within 30 days
- Solid Salesforce proficiency and team management skills
- Familiarity with alternative investments and RIAs

Drive sales success and advisor relationships through effective coaching and management at iCapital.

📌 Outbound Sales Team Manager at iCapital (Toronto)
🏢 iCapital
📍 Toronto