About the Role

iCapital is seeking a high performing Vice President, Alternatives Distribution to lead sales coverage for the Western 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
• 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 https://www.icapitalnetwork.com/about-us 
Twitter: @icapitalnetwork |
LinkedIn: https://www.linkedin.com/company/icapital-network-inc
Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.

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 https://www.icapitalnetwork.com/about-us 
Twitter: @icapitalnetwork |
LinkedIn: https://www.linkedin.com/company/icapital-network-inc
Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.

About the Role

iCapital is looking to hire an Assistant Vice President to join the Structured Investments Distribution team (Western U.S. Region). This high-performing leader will oversee all aspects of wholesaling investment products to registered representatives. Reporting into the Senior Vice President or Managing Director, this role will work amongst a talented team of professionals who are making an impact at iCapital. We are looking for someone who is both strategic and hands on, and able to manage multiple clients while developing new relationships. 

Responsibilities

• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients.     
• Educate advisors on the merits of structured investments as part of client portfolios.  
• Continue to self-educate and be able to discuss our 200+ monthly offerings.
• Work in close partnership with home offices and issuer partners on new offerings.
• Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
• Onboard new clients to iCapital’s best-in-class network to support business growth.  
• Travel regularly in market to meet with advisors and clients to support new and existing business.   
• Utilize contact management system to capture information and schedule follow up activities. 

Qualifications

• 4-7+ years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist)     
• Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
• Able to sell and provide support for a diverse platform of structured investments and other Defined Outcome offerings
• Series 7 and 63 licenses are required
• Experience covering large wealth management platforms such as Wells Fargo Advisors is preferred 

Benefits

The base salary range for this role is $70,000 to $80,0000, this role is eligible for our annual comission plan. iCapital offers a compensation package which includes salary, equity for all full-time employees. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.