Canadian Alternatives Distribution, Eastern Canada - Vice President

iCapital

$150K — $200K *
US-AnywhereRemote in Canada
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of client facing experience in the Canadian investment industry
  • Bachelor's degree required
  • Bi-lingual in English and French
  • Demonstrated success in selling diverse investment strategies, especially alternative investments
  • Direct relationships with Canadian banks, independent dealers, family offices, and investment advisors
  • CFA or CAIA certification preferred
  • Meets regulatory requirements to be registered as a Registered Individual
  • Strong relationship building, communication, and presentation skills

Responsibilities

  • Build expertise in private credit, private equity, real estate, infrastructure, and hedge fund strategies
  • Develop and execute a regional coverage plan to expand market presence
  • Use a consultative sales approach to acquire and grow client relationships
  • Educate advisors on incorporating alternative investments into portfolios
  • Refine regional coverage model with Canadian leadership
  • Lead onboarding of new advisor relationships to improve product access
  • Collaborate with stakeholders to present the firm’s value proposition effectively
  • Represent iCapital at industry events and conferences

Benefits

  • Fully remote work environment
  • Comprehensive benefits package including medical, dental, vision, and life insurance
  • 100% premium coverage for group benefits for employees and dependents
  • Unlimited Paid Time Off (PTO)
  • Retirement Plans with company match
Full Job Description
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.

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