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iCapital

Alternatives Distribution, Outbound Specialist - Analyst/ Associate

iCapital · Toronto, Ontario, Canada

Posted about 2 months ago

or apply directly on iCapital's site. We never take the application ourselves.

Is this posting real?

This role has been open
73 days
iCapital's roles stay open a median of 103 days
Reposted
No
Salary listed
No
76% of iCapital's roles list one
Ghost-job risk at iCapital
high
213 stale, 5 reposted of 213 open
Hiring momentum
45 roles opened in the last 90 days
↓ down vs. the prior 90 days
Last confirmed on the employer's board
2026-11-14

Measured from postings appearing on and disappearing from iCapital's own greenhouse board since 2026-08-03. Full hiring picture for iCapital.

About this role

The Outbound Sales Associate will be responsible for initiating contact with financial advisors who are not currently using the iCapital platform, aiming to secure their registration and facilitate their first trade. Daily tasks include making over 75 outbound calls, logging activities in the CRM, and nurturing relationships with advisors through structured discovery calls and tailored follow-ups.

Our read on this posting3.0out of 5
benefits
3/5
freshness
4/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of iCapital as an employer.

What you need

  • Bachelor's degree in finance, business, economics, or a related field
  • 2 - 5 years of outbound sales, inside sales, or financial services experience
  • FINRA Series 7 and Series 63 licenses required; must obtain within 90 days of hire if not licensed
  • Strong verbal communication skills
  • Proficiency with CRM tools, Salesforce preferred
  • Self-motivated with strong time management skills

Nice to have

  • Experience in wealth management or investment platforms
  • Experience selling into or supporting RIAs, wirehouses, or independent broker-dealers
  • Experience with outbound sequencing tools such as Outreach

What you get

  • Base salary range of $70,000CAD to $80,000CAD
  • Comprehensive benefits package including medical, dental, vision, prescription, life insurance, and long-term disability
  • Company pays 100% of the premium for all Group Benefits for employees and dependents
  • Retirement Plans with company match
  • Unlimited Paid Time Off (PTO)
  • Flexibility to work in the office Monday-Thursday and remotely on Friday

Worth weighing

  • High call volume expectations may not suit everyone
  • Role heavily focused on inside sales with a structured environment
  • Licensing requirement may be a barrier for some candidates

Summarised from iCapital's posting. Read the full original.

Listed by iCapital on their greenhouse job board, last confirmed open on 2026-11-14. PitchMeAI is not the employer.

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