06 Sep
|
iCapital
|
Ontario
iCapital is hiring a strategic Vice President to elevate its Outbound Sales team's performance. Lead a robust sales effort helping advisors access alternative investments while nurturing team growth.
As a seasoned inside sales leader, you will take charge of the Outbound Sales Analysts' efforts to introduce financial advisors to the iCapital platform. This role combines strategic oversight with hands-on coaching to improve registrations and conversions. Your knowledge in the wealth management sector is vital for building a success-focused workplace.
Key Responsibilities:
• Oversee high-volume outbound calling targeted at financial advisors
• Establish performance benchmarks and monitor sales metrics
• Facilitate ongoing training and development for team members
• Design effective call scripts and advisor engagement strategies
• Ensure timely CRM log entries and data quality
Requirements:
• Bachelor's degree in a relevant field
• Minimum 10 years in financial sales, with management exposure
• Required licenses: Series 7, 63, and 24 (upon hire)
• Strong command of Salesforce and outbound sales tools
• Proven track record with alternative investments
Lead iCapital's sales strategy focusing on growth and advisor engagement.
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📌 Vice President of Alternative Investments Sales (Ontario)
🏢 iCapital
📍 Ontario