iCapital is looking for a results-oriented Sales Desk Manager to head its Outbound Sales team. Leverage your expertise in alternative investments to coach and lead a motivated team.

The ideal candidate will oversee a team focusing on engaging financial advisors to boost the usage of the iCapital platform. This challenging role requires a proven inside sales leader with experience in financial services to nurture the team and enhance performance metrics. Your leadership will directly impact the growth of the sales team.

Key Responsibilities:
• Drive daily call volumes and monitor performance metrics
• Facilitate skill development through coaching and feedback
• Develop effective scripts and objection-handling frameworks




• Collaborate with marketing to refine content messaging
• Ensure accurate CRM logging and data quality

Requirements:
• Bachelor's degree in finance or relevant field
• 3-6 years of sales experience, with team leadership
• FINRA Series 7, 63, and 24 licenses required
• Proficiency in Salesforce and outbound tools
• Proven track record in improving conversion rates

Join iCapital as a key player in financial services and lead a high-performing sales team.
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📌 Sales Desk Manager - iCapital Leadership Role (Ontario)
🏢 icapitalnetwork
📍 Ontario