- 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.
Client relationship management