Alternatives Distribution, Outbound Specialist - Analyst/ Associate
Toronto, ONTemps plein
iCapital
2+ ansCandidates need a bachelor's degree, 2 to 5 years of outbound or financial services sales experience, strong phone and verbal skills, and FINRA Series 7 and 63 licences (or obtain them within 90 days). Wealth management, alternative investments, and Salesforce experience are strong assets.
Salesforce, Outreach
Alternative Distribution Sales Desk Manager - Vice President / Senior Vice President
Toronto, ONTemps plein
iCapital
10+ ans1+ gestionCandidates need 10+ years of inside sales or financial services experience, including 1-2 years leading a team, and FINRA Series 7 and 63 licences. Series 24 is required or must be obtained within 30 days of hire. Strong Salesforce and Outreach skills and knowledge of alternative investments and RIAs are also needed.
Salesforce, Outreach