Vice President, Alternatives Distribution
I
iCapitalFinancial Services
CanadaFull-TimeVp
SalaryCompetitive total compensation package consisting of salary, bonus, and equity
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Job Details
- Experience
- 10+ years
- Required Skills
- Relationship management
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.
- 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 (preferred).
- Meets the regulatory requirements to be registered as a Registered Individual (Exempt Market Dealer).
- CIM designation or CSC completion (preferred).
- Highly motivated self-starter who thrives in an entrepreneurial, growth-oriented environment.
- 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.
- Collaborate across iCapital’s stakeholders to position the firm’s value proposition and service offerings effectively.
- Represent iCapital at regional and national industry events, conferences, and advisor seminars.
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