layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Alternatives Distribution, Hybrid Sales - Associate / Assistant Vice President at iCapital | LAYIQ

Execute 50+ outbound calls per day targeting financial advisors not currently active on the iCapital platform, maintaining consistent daily call blocks regardless of field activity.
Work from prioritized prospect lists segmented by AUM, firm type, channel, and alternative investment affinity.
Deliver a compelling, concise platform introduction tailored to each advisor's practice.
Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alts experience, product preferences, and compliance constraints.
Execute multi-touch follow-up sequences via phone, email, and digital content to maintain pipeline momentum between field visits.
Conduct regular field visits to advisor offices, branch locations, and home offices within your assigned territory to deepen relationships initiated via phone.
Represent iCapital at regional advisor events, due diligence meetings, fund roadshows, and industry conferences.
Partner with internal product specialists and external fund managers to deliver in-person educational sessions, platform demonstrations, and investment committee presentations.
Identify and cultivate relationships with branch managers, team leads, and center-of-influence advisors to expand platform adoption within key firms.
Maintain a segmented pipeline of advisors at each stage of the funnel, prioritizing field time for highest-potential opportunities.
Flag high-value advisors for escalation to Senior Relationship Managers and coordinate warm handoffs.
Track and report weekly on call activity, field meetings, registration progress, and conversion metrics.
Log all call activity, field meetings, contact details, advisor profiles, and next steps in Salesforce in real time; same day for calls, within 24 hours for field activity.
Maintain complete, accurate CRM records for every advisor in your territory.
Use CRM and sequencing data to identify whitespace within your territory and optimize the balance of inside vs. field time.
Share market intelligence and advisor feedback with the broader Distribution, Product, and Marketing teams.

Alternatives Distribution, Hybrid Sales - Associate / Assistant Vice President

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