Canadian Alternatives Distribution (Eastern Canada) - Vice President
关于 iCapital 的角色，iCapital 正在寻求一位高绩效的副总裁，替代品分销，以领导加拿大东部地区的销售覆盖。作为高级销售领袖，这个职位将负责推动加拿大注册经纪商，投资顾问，家庭办公室和私人财富平台中采用替代投资解决方案。该职位位于 iCapital 的加拿大替代品 分销业务内，并将在深化咨询人员参与度，扩大分布足迹以及促进加拿大其他地方的替代品生态系统持续增长方面发挥关键作用。· 建立专业知识，包括私人信贷，私募股权，房地产，基础设施和对冲基金战略。·开发并执行一个积极的区域覆盖计划，以扩大 iCapital 在顾问和经销平台中存在。· 使用咨询销售方法来获得新关系，扩大现有账户，提供卓越的持续客户服务。· 为多元化的客户组合纳入替代投资方面的深思熟虑的顾问教育。· 与加拿大的领导层合作，完善覆盖模式 （即地区细分，领土优化，投资者基数分析）. · 领导 iCapital 的新顾问关系，并参与其平台以促进产品获取和采用。· 在 iCapital 的利益相关者之间有效地合作，将公司价值提案和服务提供物质。·代表 iCapital 在区域和国家行业活动，会议和顾问研讨会上。·作为加拿大分销业务的高级外部面孔之一保持高水平的专业精神和市场存在。资格 · 10年以上客户经验在加拿大投资行业 （即外卖批发，募集资本，全国账户，客户组合管理，产品专家职位）· 需要学士学位 · 英语和法语的双语言要求 · 在销售或支持各种投资策略方面取得了证明的成功，理想情况下是接触到替代投资 · 与加拿大银行，独立经纪商，家庭办公室和目标地区内的投资顾问直接关系 · CFA 或 CAIA 认证或完成进展优先 ·符合注册个人身份的监管要求
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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
Twitter: @icapitalnetwork |
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Disclaimer:
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.
Originally posted on Himalayas