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.
📌 Vice President of Alternative Investments Sales (Toronto)
🏢 iCapital
📍 Toronto
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