Alternatives Distribution, Outbound Specialist - Associate
iCapital · Greenwich, Connecticut, United States
Posted 15 days ago · $80,000 to $90,000
or apply directly on iCapital's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 15 days iCapital's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- Yes 76% of iCapital's roles list one
- Ghost-job risk at iCapital
- low 0 stale, 5 reposted of 213 open
- Hiring momentum
- 272 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
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 registrations and guide them through the onboarding process. This role involves making over 75 outbound calls daily, logging activities in a CRM, and nurturing relationships until advisors complete their first trade. The associate will also conduct discovery calls to gather advisor information and coordinate with product specialists to provide educational resources.
- benefits
- 4/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
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; experience in wealth management or investment platforms is strongly preferred
- Able to manage high call volumes in a structured sales environment
- FINRA Series 7 and Series 63 licenses required; must obtain within 90 days of hire if not licensed
- Strong verbal communication skills with the ability to engage sophisticated financial professionals confidently
- Proficiency with CRM tools, Salesforce preferred, and commitment to rigorous data entry
Nice to have
- Experience with outbound sequencing tools such as Outreach
What you get
- Base salary range of $80,000 to $90,000
- Compensation package includes salary, equity for all full-time employees, and an annual performance bonus
- Comprehensive benefits package including employer matched retirement plan
- Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
Worth weighing
- High-volume calling role may not suit everyone
- Role requires obtaining licenses shortly after hiring if not already licensed
- Sales environment may be metric-driven and structured, which could be challenging for some
- Experience in wealth management or investment platforms is strongly preferred, which may limit applicants without this background
Summarised from iCapital's posting. Read the full original.
Listed by iCapital on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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