Drive success in iCapital’s Outbound Sales group as a seasoned sales leader. This managerial role emphasizes high-volume calling and developing strategies for financial advisor engagement and registration.

In this position, you will lead Outbound Sales Analysts, setting ambitious targets and conducting performance monitoring. Your experience in alternative investments and wealth management will guide team training and development. Collaborating with marketing and sales enablement, you’ll ensure that the team has up-to-date content for engaging financial advisors.

Key Responsibilities: • Lead a team managing extensive outbound calls • Analyze and report on sales performance metrics • Conduct regular coaching and performance reviews • Drive prospect segmentation and strategy development • Ensure proper CRM usage and data quality audits

Requirements: • Bachelor’s degree in finance, business, or similar • Over 10 years of sales, with management experience • Series 7 and 63 licenses required • Solid CRM proficiency, especially Salesforce • Experience with RIAs and independent broker-dealers

Harness your leadership skills and sales expertise to enhance iCapital's advisor engagement strategies.

📌 Outbound Sales Team Lead at iCapital (Toronto)
🏢 iCapital
📍 Toronto