Step into a key management role at iCapital, guiding the Outbound Sales team dedicated to alternative investments. Harness your sales expertise to inspire analysts and drive results.

As the Sales Desk Manager, you will oversee a high-volume team that connects financial advisors with iCapital's platform. This pivotal role blends sales strategy, team coaching, and performance monitoring to enhance advisor engagement. A successful candidate will have a robust background in financial services and a passion for developing sales talent.

Key Responsibilities:



• Direct daily outbound sales initiatives targeting financial advisors • Set and assess performance criteria against KPI goals • Conduct training sessions to uplift team skills • Refine sales tools like call scripts and profiling playbooks • Coordinate with leadership for effective advisor transitions

Requirements: • Bachelor's degree in finance, business, or EOF • Over 10 years of sales experience, management critical • Valid Series 7, 63, and Series 24 licenses • Proficiency in Salesforce and outbound tools • Expertise in alternative investments and wealth distribution

Bring your leadership and sales acumen to strengthen the iCapital sales team and drive advisor success. #J-18808-Ljbffr

📌 Sales Desk Manager in Alternative Investments (Winnipeg)
🏢 iCapital
📍 Winnipeg