iCapital

Vice President

iCapital

full-time

Posted on:

Location Type: Remote

Location: Canada

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Job Level

Lead

About the role

  • 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.

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
  • 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
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client portfolio managementcapital raisingproduct specialistalternative investmentsinvestment strategiesterritory optimizationinvestor base analyticssales approachadvisor educationonboarding
Soft Skills
relationship buildingcommunicationpresentationself-starterentrepreneurial mindsetclient servicecollaborationprofessionalismproactiveengagement
Certifications
CFACAIACIM designationCSC completionRegistered Individual (Exempt Market Dealer)