Lead iCapital's Outbound Sales team and drive advisor engagement in alternative investments. This results-oriented role is ideal for seasoned sales leaders who excel in coaching and high-volume strategies.

As Manager of the Outbound Sales team, you will oversee a group of Sales Analysts focused on onboarding financial advisors to the iCapital platform. Your leadership will help set performance goals, track progress, and refine training while ensuring an energetic team culture. With a robust understanding of alternative investments, this is a key role in nurturing advisor relationships to drive successful trades.

Key Responsibilities:
• Manage outbound Sales Analysts making 75+ daily calls
• Set performance targets and monitor key KPIs




• Conduct coaching sessions for skill improvement
• Oversee outbound prospecting and segment strategies
• Ensure seamless data logging and quality compliance

Requirements:
• Bachelor’s degree in finance, business or related field
• 10+ years in sales, 1-2 years in management
• FINRA Series 7 and 63 licenses required
• Proficient in Salesforce and outbound tools
• Familiarity with wealth management distribution

Elevate iCapital’s sales capabilities by leveraging your coaching skills and sales expertise in this dynamic role.
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📌 Sales Manager in Alternative Investments (Ontario)
🏢 iCapital
📍 Ontario