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    iCapital Network

    Financial Technology

    Canadian Alternatives Distribution, Eastern Canada - Vice President

    Any, CanadaRemoteFull-time10+ yrs experiencePosted 1mo ago
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    Job description

    About the Role

    iCapital is seeking a high performing Vice President, Alternatives Distribution to lead sales coverage for the Eastern Canada region. As a senior sales leader, this role will be responsible for driving adoption of alternative investment solutions across Canadian registered dealers, investment advisors, family offices, and private wealth platforms. This role sits within iCapital’s Canadian Alternatives Distribution business and will play a key role in deepening advisor engagement, scaling the distribution footprint, and contributing to the continued growth of the alternative’s ecosystem in Canada.

    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.

    Qualifications

    • 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
    • Bi-lingual in English and French 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

    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.

    Job details are sourced from the employer's original posting.

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    About the company

    iCapital Network

    iCapital Network is the financial technology platform democratizing alternative investments with complete tech-based solutions for investors, advisors and asset managers. The firm’s flagship platform offers high-net-worth investors and independent wealth advisors a curated menu of private equity and hedge funds at lower minimums with a full suite of due diligence and administrative support in a secure digital environment. Banks and asset managers leverage iCapital’s tech-enabled services to streamline and scale their private investments operational infrastructure. iCapital was included in the 2018 Forbes FinTech 50 and as of June 30, 2018 serviced more than $6 billion in invested capital across more than 14,000 underlying accounts.

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    Industry
    Financial Technology
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