Alternatives Distribution, Outbound Specialist - Analyst/ Associate
$70,000–$80,000 year
HybridGreenwich, Connecticut, United States
EXPIREDGreenwich, Connecticut, United StatesHybridFull Time$70,000–$80,000 yearEntry LevelBachelors DegreeLarge
Full TimeEntry LevelBachelors DegreeLarge
Job Summary
Introduce financial advisors to the iCapital platform, secure registrations, and build detailed profiles by conducting 75+ outbound calls daily. Guide prospects through the registration process, perform structured discovery to capture AUM and compliance constraints, and overcome objections with an education-first approach. Log all activity, contact details, and next steps in Salesforce in real time while tracking conversion progress weekly. Flag high-potential advisors for escalation to Senior Relationship Managers. Work Monday through Thursday in the office with remote flexibility on Fridays.
Required Qualifications
- Bachelor's degree in finance, business, economics, or a related field
- 0–2 years of outbound sales, inside sales, or financial services experience
- Able to manage high call volumes in a structured sales environment
- FINRA Series 7 and Series 63 licenses required
- Strong verbal communication skills with the ability to engage sophisticated financial professionals confidently
- Proficiency with CRM tools
- Self-motivated with strong time management skills and a metric-oriented mindset
- Knowledge of alternative investments
- Experience selling into or supporting RIAs, wirehouses, or independent broker-dealers
- Experience with outbound sequencing tools such as Outreach
Desired Qualifications
- experience in wealth management or investment platforms
- Salesforce preferred
- commitment to rigorous data entry
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