iCapital is hiring an Outbound Sales Manager to lead its sales analysts targeting financial advisors through the platform. This role combines coaching, strategy, and performance management.
In this strategic role, you’ll oversee a team responsible for introducing financial advisors to alternative investment opportunities on iCapital's platform. You'll need substantial experience in financial services along with a data-driven mindset to monitor performance metrics and enhance team effectiveness. Your leadership will shape how iCapital connects with financial advisors.
Key Responsibilities:
• Manage a high-volume calling strategy targeting advisors
• Set performance objectives and report on progress
• Foster a culture of accountability and continuous improvement
• Create development paths for team members
• Conduct regular touchpoints with Sales leadership
Requirements:
• Degree in finance, business, or a related field
• 3-6 years of financial services or sales experience
• Must possess or obtain FINRA Series 7, 63, and 24 licenses
• Solid use of Salesforce and related tools
• Able to motivate teams and drive results
Lead the outbound sales efforts at iCapital, contributing to significant growth in advisor registrations and trades.
#J-18808-Ljbffr