Vice President

🕒 January 28

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iCapital

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

iCapital is a leading technology platform specializing in alternative investments, structured notes, and annuities. The company connects wealth managers and asset managers through its flagship marketplace, offering a range of investment solutions including hedge funds, private market strategies, and defined outcome solutions. iCapital provides an end-to-end operating system that automates private market investing and includes tools like Architect for portfolio construction, a Document Center for document management, and DLT for distributed ledger technology. With a focus on education, research, and compliance, iCapital serves as a trusted partner for financial professionals seeking to manage and invest in complex financial products efficiently.

📋 Description

• 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 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. • 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.