Alternatives Distribution, Hybrid Sales - Associate / Assistant Vice President

<p><strong>About the Role</strong></p> <p>iCapital is seeking a dynamic, client-facing Hybrid Sales Associate / Assistant Vice President to join the Alternative Investment Distribution team. This role uniquely blends high-volume inside sales activity with targeted field engagement, combining the efficiency of structured outbound calling with the relationship depth of in-person advisor meetings, regional events, and on-site firm visits. This is an ideal role for a sales professional who has excelled in an inside sales capacity and is ready to add a field dimension to their practice, or for a field wholesaler looking to leverage technology and structured outreach to scale their advisor relationships.</p> <p><strong>Responsibilities</strong></p> <ul> <li>Execute 50+ outbound calls per day targeting financial advisors not currently active on the iCapital platform, maintaining consistent daily call blocks regardless of field activity.</li> <li>Work from prioritized prospect lists segmented by AUM, firm type, channel, and alternative investment affinity.</li> <li>Deliver a compelling, concise platform introduction tailored to each advisor's practice.</li> <li>Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alts experience, product preferences, and compliance constraints.</li> <li>Execute multi-touch follow-up sequences via phone, email, and digital content to maintain pipeline momentum between field visits.</li> <li>Conduct regular field visits to advisor offices, branch locations, and home offices within your assigned territory to deepen relationships initiated via phone.</li> <li>Represent iCapital at regional advisor events, due diligence meetings, fund roadshows, and industry conferences.</li> <li>Partner with internal product specialists and external fund managers to deliver in-person educational sessions, platform demonstrations, and investment committee presentations.</li> <li>Identify and cultivate relationships with branch managers, team leads, and center-of-influence advisors to expand platform adoption within key firms.</li> <li>Maintain a segmented pipeline of advisors at each stage of the funnel, prioritizing field time for highest-potential opportunities.</li> <li>Flag high-value advisors for escalation to Senior Relationship Managers and coordinate warm handoffs.</li> <li>Track and report weekly on call activity, field meetings, registration progress, and conversion metrics.</li> <li>Log all call activity, field meetings, contact details, advisor profiles, and next steps in Salesforce in real time; same day for calls, within 24 hours for field activity.</li> <li>Maintain complete, accurate CRM records for every advisor in your territory.</li> <li>Use CRM and sequencing data to identify whitespace within your territory and optimize the balance of inside vs. field time.</li> <li>Share market intelligence and advisor feedback with the broader Distribution, Product, and Marketing teams.</li> </ul> <p><strong>Qualifications</strong></p> <ul> <li>Bachelor's degree in finance, business, economics, or a related field</li> <li>3–6+ years of sales experience in financial services, with a combination of inside and/or field sales exposure is strongly preferred</li> <li>Demonstrated ability to manage both a structured daily call cadence and an active field calendar simultaneously</li> <li>FINRA Series 7 and Series 63 licenses are required</li> <li>Strong verbal and written communication skills; polished, professional presence in both phone and in-person settings</li> <li>Proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)</li> <li>Willingness and able to travel within assigned territory (estimated 25–40% travel)</li> <li>Self-directed with strong organizational skills and the ability to manage competing inside and field priorities</li> <li>Knowledge of alternative investments</li> <li>Experience selling into or supporting RIAs and independent broker-dealers networks</li> <li>Track record of converting phone-initiated relationships into productive in-person sales meetings</li> </ul> <p><strong>Benefits</strong></p> <p>The base salary range for this role is $90,000 to $125,000.  iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).</p> <p>We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.</p> <p>For additional information on iCapital, please visit <a href="https://www.icapitalnetwork.com/about-us">https://www.icapitalnetwork.com/about-us</a>  Twitter: @icapitalnetwork | LinkedIn: <a href="https://www.linkedin.com/company/icapital-network-inc">https://www.linkedin.com/company/icapital-network-inc</a> | Awards Disclaimer: <a href="https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us%2Frecognition%2F&data=05%7C01%7Ckturlis%40icapitalnetwork.com%7C7f07161790634b9fc3fc08da748bec16%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C637950441561507201%7C