Back to jobs
New

Alternative Distribution Sales Desk Manager - Vice President / Senior Vice President

Toronto, Ontario, Canada

About the Role

iCapital is seeking an experienced, results-oriented Manager to lead the Outbound Sales team within the Alternative Investment Distribution group. This individual will oversee a team of Outbound Sales Analysts whose mission is to introduce financial advisors to the iCapital platform, drive registrations, build advisor profiles, and nurture advisors to their first trade. This role is ideal for a proven inside sales leader who combines a deep understanding of alternative investments and the wealth management distribution landscape and able to coach, motivate, and scale a high-volume outbound Sales team.

Responsibilities

  • Manage a team of Outbound Sales Analysts executing 75+ calls per day per analyst targeting financial advisors not currently active on the iCapital platform.
  • Set daily, weekly, and monthly performance targets; monitor and report on KPIs including call volume, registrations, advisor profiles completed, CRM compliance, and first-trade conversions.
  • Conduct regular 1:1s, call coaching sessions, and team huddles to drive continuous skill development and performance improvement.
  • Identify top performers and create development paths; address performance gaps proactively with structured improvement plans.
  • Foster a high-energy, accountability-driven team culture aligned with iCapital's values.
  • Own the team's outbound prospecting strategy, including prioritization of prospect lists segmented by AUM, firm type, channel, and alternative investment affinity.
  • Develop and refine call scripts, objection-handling frameworks, and advisor profiling playbooks used by the analyst team.
  • Partner with Marketing and Sales Enablement to ensure the team has compelling, current content and platform messaging for each advisor’s segment.
  • Coordinate with Senior Relationship Managers to ensure seamless handoff of high-potential advisors flagged for escalation.
  • Ensure 100% same-day CRM logging across the team; audit data quality and enforce standards for advisor profiles, call notes, and pipeline stages.
  • Leverage CRM reporting (Salesforce) and outbound sequencing tools (Outreach) to identify pipeline trends, conversion bottlenecks, and territory opportunities.
  • Deliver weekly pipeline and performance reports to Sales leadership.
  • Partner with Product Specialists to schedule and coordinate advisor education touchpoints, webinars, fund spotlights, and platform demos that accelerate readiness to trade.
  • Collaborate with Recruiting and Human Resources on analyst hiring, onboarding, and ramp planning as the team scales.
  • Provide field intelligence to the broader Distribution and Product teams based on advisor feedback and objection patterns.

Qualifications

  • Bachelor's degree in finance, business, economics, or a related field
  • 3–6 years of inside sales or financial services experience, with at least 1–2 years in a team lead, supervisory, or management capacity
  • Demonstrated ability to manage and develop high-volume outbound sales teams in a structured, metric-driven environment
  • FINRA Series 7 and Series 63 licenses are required
  • FINRA Series 24 license required or must obtain within 30 days of hire
  • Strong proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)
  • Excellent communication and coaching skills; ability to motivate a team and influence without authority
  • Data-driven approach to performance management and pipeline analysis
  • Familiar with alternative investments and the wealth management distribution ecosystem
  • Experience supporting or selling into RIAs or independent broker-dealers
  • Track record of improving team conversion metrics and reducing ramp time for new hires

Benefits

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.

The base salary range for this role is CAD 110,000 to CAD 140,000. iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents.  Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability.  We offer a variety of Retirement Plans which have a company match.   We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us 
Twitter: @icapitalnetwork |
LinkedIn: https://www.linkedin.com/company/icapital-network-inc
Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination.  iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...

This applies to full time roles only.

This applies to full time roles only.

This applies to full time roles only.

Select...

This question is optional.

This question is optional.

iCapital Voluntary Self-Identification Questions [U.S. Only]

Candidates are invited to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in iCapital Network ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, and you voluntarily decide to complete this survey, please indicate by making the appropriate selection. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded.

Voluntary Self-Identification of Disability


Why are you being asked to complete this?

The law requires us to provide equal employment opportunity to qualified people with disabilities.  We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake.

Completing this form is voluntary. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury

This survey should take about 5 minutes to complete.

Select...
Select...
Select...
Select...
Select...