--- title: 'Alternatives Distribution, Outbound Specialist - Analyst/ Associate at iCapital' canonical: 'https://feeny.ai/job/alternatives-distribution-outbound-specialist-analyst-associate-icapital-toronto-4xk6rfnc5hbw' type: 'job' last_seen: '2026-09-06' --- # Alternatives Distribution, Outbound Specialist - Analyst/ Associate at iCapital - **Company:** iCapital - **Location:** Toronto, Canada - **Posted:** 2026-09-01 - **Last confirmed live:** 2026-09-06 - **Apply:** https://job-boards.greenhouse.io/icapitalnetwork/jobs/8637232002 ## Job description ## About the Role iCapital is seeking a driven, high-energy Outbound Sales Associate to join the Alternative Investment Distribution team. This individual will be the first point of contact for financial advisors who are not yet active on the iCapital alternative investment platform.  This is a high-volume, metric-driven inside sales role designed for professionals who thrive in a structured calling environment and are passionate about alternative investments and the wealth management industry. ## Responsibilities - Introduce advisors to iCapital, secure platform registrations, build detailed advisor profiles, log all activity in the CRM, and nurture each relationship until the advisor completes their first trade. - Execute 75+ outbound calls per day targeting financial advisors not currently trading on the iCapital platform. - Work from prioritized prospect lists segmented by AUM, firm type, and alternative investment affinity. - Deliver a compelling, concise platform introduction tailored to each advisor's practice. - Guide financial advisors through the iCapital platform registration process from first call to completion. - Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alternative investment experience, product preferences, and compliance constraints. - Overcome objections with a consultative, education-first approach. - Identify each advisor's readiness level and tailor follow-up cadence accordingly. - Coordinate with internal product specialists to deliver education, webinars, and content that accelerates advisor readiness. - Drive advisors through the funnel to first trade, tracking and reporting conversion progress weekly. - Log all call activity, contact details, advisor profiles, and next steps in the CRM (Salesforce or equivalent) in real time. - Maintain accurate and complete records for every advisor in your territory. - Flag high-potential advisors for escalation to Senior Relationship Managers. ## Qualifications - 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 - 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 ## 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 $ 70,000CAD to $ 80,000 CAD.  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](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us&data=05%7C02%7Ckturlis%40icapitalnetwork.com%7C1d5154f9b6c74267475008dc3874b809%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C638447321151211524%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=t5oK9b%2BWnceJNGz07X5eymDzRmicktiD4o8kKmesfPI%3D&reserved=0) Twitter: @icapitalnetwork | LinkedIn: [https://www.linkedin.com/company/icapital-network-inc](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ficapital-network-inc&data=05%7C02%7Ckturlis%40icapitalnetwork.com%7C1d5154f9b6c74267475008dc3874b809%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C638447321151221424%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=sPsyBLaF96lvao6zmtWdzfO5zr5oCMhRuahIuF0ACLs%3D&reserved=0) Awards Disclaimer: [https://www.icapitalnetwork.com/about-us/recognition/](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us%2Frecognition%2F&data=05%7C02%7Ckturlis%40icapitalnetwork.com%7C1d5154f9b6c74267475008dc3874b809%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C638447321151230645%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=PjLbw6E2SsSDzoWdwywVk9Mp%2BNXd5Vc1wNS8fNOn9Sg%3D&reserved=0) 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. ## About iCapital ## Company Overview - **One-liner**: iCapital is the leading global financial technology platform that transforms how financial advisors, asset managers, and wealth managers access and manage alternative investments. - **Entity Type**: Private (late-stage) - **Headquarters**: New York City, New York, USA - **Founded**: 2013 - **Founders**: Lawrence Calcano (Chairman & CEO) and others ## Core Business - Primary industry/industries: Fintech, Wealth Management, Alternative Investments - Target customers: B2B – financial advisors, wealth managers, asset managers, and private banks - Mission or purpose statement: "Transform the World’s Investment Industry for Better Outcomes" by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics. ## Products & Services - **iCapital Marketplace**: A digital platform connecting wealth advisors and their high-net-worth clients to a curated selection of alternative investment funds (private equity, private credit, real estate, hedge funds). - **Enterprise Solutions**: White-label technology and operational infrastructure for large financial institutions to offer alternatives to their clients under their own brand. - **Data Intelligence**: AI-driven data management, reporting, and analytics tools (including capabilities from acquired firms Mirador and AltExchange) that provide portfolio transparency and performance insights. - **Annuities Platform**: A technology solution for distributing and managing fixed and structured annuities. - **Alternatives Distribution**: Services that help fund managers and issuers reach new sources of capital through the iCapital network. ## Market Standing - **Valuation**: Over $7.5 billion (as of the company’s most recent capital raise, according to icapital.com/about-us/) - **Key Metric**: $61.1 billion in active global assets on platform (as of May 31, 2026); over 1,200 fund manager/issuer relationships; 135,000+ financial professional users - **Notable Investors/Partners**: BlackRock (strategic investment), Ping An, Goldman Sachs, AMG, Hamilton Lane, WestCap, Citi Wealth (acquired its alternative investments feeder platform) - **Growth Signals**: Completed over $820 million in total capital raised; acquired multiple companies including Mirador (data management), AltExchange (AI-driven tech), and Parallel Markets (digital identity/compliance); recognized by Euromoney as "World’s Best Technology Provider for Wealth Management," named to CNBC’s World Top 250 Fintech Companies, and Forbes Fintech 50 ## Competitive Advantages - **Network Effects**: The largest open-architecture platform for alternatives, connecting thousands of advisors, hundreds of fund managers, and large financial institutions. - **Scale & Trust**: With over $61B in assets and partnerships with the world’s largest banks and asset managers, iCapital has a deeply entrenched position. - **End-to-End Technology**: A fully integrated suite covering deal sourcing, onboarding, compliance, reporting, and analytics — reducing operational friction for all parties. - **Global Reach**: 16 offices worldwide (New York, Zurich, London, Hong Kong, Singapore, Tokyo, Toronto, Lisbon, Sydney, Abu Dhabi, and more), providing a truly international footprint. ## Strategic Focus - **Global Expansion**: Deepening presence in Europe, Asia-Pacific, and the Middle East. - **Platform Expansion**: Moving beyond traditional alternatives into structured investments and annuities. - **AI & Data Leadership**: Leveraging acquisitions like AltExchange to embed AI-driven analytics and automation across the platform. - **Institutional Partnerships**: White-labeling the platform for large banks and wealth managers to scale alternatives distribution. ## Why Work Here - **Culture**: iCapital emphasizes open communication, transparency, integrity, collaboration, and excellence. The company has been recognized as a "Best Workplace" by Great Place to Work in Portugal and a "Best Startup Employer" by Forbes. - **Growth & Development**: The company views learning and development as a critical investment, with career growth initiatives at every level — from recent graduates to senior managers. The company has grown from its 100th employee milestone to hundreds of employees globally, offering significant upward mobility. - **Global & Collaborative Environment**: With 16 offices worldwide and an industry-leading R&D center in Lisbon, employees work on truly global teams. The company hosts monthly social events and volunteer opportunities. - **Benefits**: Generous unlimited paid-time off (PTO), employer-matched retirement plan, 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, and subsidized health care. Benefits vary by country. - **Office Policy**: Hybrid/office-based presence across global hubs. Offices are described as having fully-stocked kitchens and a collaborative atmosphere. ## Sources 1. [icapital.com](https://icapital.com/) 2. [icapital.com/about-us/](https://icapital.com/about-us/) 3. [icapital.com/careers/](https://icapital.com/careers/) 4. [job-boards.greenhouse.io/icapitalnetwork](https://job-boards.greenhouse.io/icapitalnetwork) 5. [linkedin.com/company/icapital-network-inc](https://www.linkedin.com/company/icapital-network-inc) ## Other roles at iCapital - [Alternatives Distribution, Hybrid Sales - Associate / Assistant Vice President](https://feeny.ai/job/alternatives-distribution-hybrid-sales-associate-assistant-vice-president-65abvsxggawh) — Greenwich Connecticut, United States - [Investment Strategy - Associate](https://feeny.ai/job/investment-strategy-associate-icapital-new-york-new-york-y3zc2tnwjd2z) — New York New York, United States - [Application Security Engineer - Assistant Vice President](https://feeny.ai/job/application-security-engineer-assistant-vice-president-icapital-salt-lake-city-4v496ctrnz3j) — Salt Lake City Utah, United States - [Talent Acquisition Partner](https://feeny.ai/job/talent-acquisition-partner-icapital-jaipur-trfhphj4653k) — Jaipur, India - [Audit and Regulatory Reporting - Assistant Vice President](https://feeny.ai/job/audit-and-regulatory-reporting-assistant-vice-president-icapital-salt-lake-city-hq23rnhgx5e1) — Salt Lake City Utah, United States - [Project Manager - Associate](https://feeny.ai/job/project-manager-associate-icapital-colorado-springs-rs6q414afw7z) — Colorado Springs, CO - [Configuration Developer - Analyst](https://feeny.ai/job/configuration-developer-analyst-icapital-jaipur-rnzq3fzewdbn) — Jaipur, India - [Go-to-Market Europe - Vice President](https://feeny.ai/job/go-to-market-europe-vice-president-icapital-london-p5hqk7g6rtqr) — London, United Kingdom - [Security Operations Manager - Assistant Vice President](https://feeny.ai/job/security-operations-manager-assistant-vice-president-icapital-lisbon-kwy8h02b6v0t) — Lisbon, Portugal - [Alternative Distribution Sales Desk Manager - Vice President / Senior Vice President](https://feeny.ai/job/alternative-distribution-sales-desk-manager-vice-president-senior-vice-s9cgbg6pr2r3) — Toronto, Canada