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.
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
- Bi-lingual in English and French
- 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
- Meets the regulatory requirements to be registered as a Registered Individual (Exempt Market Dealer).
- Highly motivated self-starter who thrives in an entrepreneurial, growth-oriented environment with limited oversight
- Outstanding relationship building, communication, and presentation skills
Nice to Have
- CFA or CAIA certification or progress toward completion
- CIM designation or CSC completion
Benefits
- Competitive total compensation package consisting of salary, bonus, and equity for all full-time employees.
- 100% of the premium for all Group Benefits for you and your dependents.
- Medical, dental, vision, prescription, life insurance and long-term disability.
- Variety of Retirement Plans which have a company match.
- Unlimited Paid Time Off (PTO)
- Flexibility to work in the office three to four days and remotely for the remainder of the week.
Work Arrangement
Hybrid
Additional Information
- Language requirements: Bi-lingual in English and French
