Vice President, Canadian Alternatives Distribution
I
iCapitalFinancial Services
Remote - CanadaFull-TimeVp
Salary not disclosed
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Job Details
- Languages
- English and French
- Experience
- 10+ years
- Required Skills
- Relationship management
Requirements
- 10+ years of client facing experience in the Canadian investment industry.
- Bachelor’s degree is required.
- Bi-lingual in English and French is required.
- Demonstrated success selling or supporting a diverse range of investment strategies.
- Direct relationships with Canadian banks, independent dealers, family offices, and investment advisors.
- Meets the regulatory requirements to be registered as a Registered Individual (Exempt Market Dealer).
- CFA or CAIA certification preferred.
- CIM designation or CSC completion preferred.
- 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.
- Lead onboarding and engagement of new advisor relationships onto iCapital’s platform.
- Represent iCapital at regional and national industry events, conferences, and advisor seminars.
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