iCapital - Canadian Alternatives Distribution, Western Canada - Vice President
Requirements
• 10+ years of client facing experience in the Canadian investment industry (i.e. external wholesaling, capital raising, national accounts, client portfolio management, product specialist roles) • Bachelor’s degree is required • Demonstrated success selling or supporting a diverse range of investment strategies, ideally with exposure to alternative investments • Direct relationships with Canadian banks, independent dealers, family offices, and investment advisors within the target region • CFA or CAIA certification or progress toward completion is preferred • Meets the regulatory requirements to be registered as a Registered Individual (Exempt Market Dealer) CIM designation or CSC completion is preferred • Highly motivated self-starter who thrives in an entrepreneurial, growth-oriented environment with limited oversight • Outstanding relationship building, communication, and presentation skills
Responsibilities
• Build deep expertise across a curated offering of private credit, private equity, real estate, infrastructure, and hedge fund strategies. • Develop and execute a proactive regional coverage plan to expand iCapital’s presence among advisors and dealer platforms. • Use a consultative sales approach to acquire new relationships, expand existing accounts, and provide exceptional ongoing client service. • Deliver thoughtful advisor education on incorporating alternative investments into diversified client portfolios. • Partner with Canadian leadership to refine the coverage model (i.e. regional segmentation, territory optimization, investor base analytics). • Lead onboarding and engagement of new advisor relationships onto iCapital’s platform to facilitate product access and adoption. • Collaborate across iCapital’s stakeholders position the firm’s value proposition and service offerings effectively. • Represent iCapital at regional and national industry events, conferences, and advisor seminars. • Maintain a high level of professionalism and market presence as one of the senior external faces of the Canadian distribution business.
Benefits
• Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function. • 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.
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