Job title: Canada Business Manager, Alternatives – Vice President
Company: iCapital
Job description: iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $170 billion in global client assets invested in 1,392 funds, as of October 2023.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Business Manager for its International Client Solutions team to further support our growing business and expansion strategy. This cross-functional role requires an in-depth knowledge of Alternative Investments, including Private Markets and Hedge Funds, understanding of access fund structures and processes, and excellent presentation skills. The role requires close interaction with senior management and a variety of functional teams such as Product, Legal, Compliance, Fund Finance, Tax, Corporate Finance, Investor Relations, and Sub-Doc and Sales Teams. In concert with these teams, this position will help to support a coordinated and consistent service offering for GPs and Wealth Manager clients alike and will support the local and international teams to drive strategic initiatives. Reporting to the Local Canadian Market head of our Alternatives Funds business, this role offers an attractive career development opportunity with one of the fastest growing FinTech companies in the world.
Responsibilities
- Support the Canadian Market head and other senior stakeholders on a wide range of business-critical topics with the aim of driving forward key strategic initiatives across the business.
- Assist in the coordination of the access fund, product rollouts, and track open deliverables across a number of teams (e.g. legal deliverables on contracts, periodic investor tracking reports, pre and post fund raising closing items, etc.).
- Liaise with a variety of internal functional teams (Product Origination, Legal, Tax, Fund Finance, Investor Relations, Client Ops, Regulatory and Compliance etc.) to ensure efficiency, consistency, and accountability on project timelines.
- Provide key project management and oversight on a wide variety of sales related and local operational related initiatives originating within Canada and/or outside of Canada but with Canadian deliverables (e.g. regular updates and reports on Canada sales targets and pipeline, including assistance with quarterly business update reports, track new wealth distributors, track distribution agreements, product shelf analysis at dealers, competitor analysis, prospect updates, fund master submissions, etc.).
- Assist in a variety of business development, sales, and marketing initiatives across a range of targeted channels locally from dealers, RIA, GPs, Single and multi-family offices and institutional channels (consultants, E&F, and pension plans).
- Work alongside Canadian Market head and senior regional and global team executives to develop and execute the strategic planning for the Executive Committee including budgeting of KPIs and tracking of strategic initiatives.
- Build strong internal relationships within iCapital and work closely with other teams globally to deliver the best business outcomes and build successful long term client relationships
Qualifications
- Strong academic credentials in Finance or a related field
- 8+ years of relevant working experience in a business management, strategy consulting and/or business development capacity
- Deep understanding and experience within Asset- and Wealth Management industries, ideally with exposure to Private Markets
- Analytical thinker with numerical skills, strong project management skills, and proficiency with Microsoft Office (PowerPoint and Excel)
- Experience in Salesforce is a plus
- Experience with product development and operations is a plus
- Excellent interpersonal, communication, and presentation skills with the ability to present complex matters in simple messaging
- Strong attention to detail, organization skills, and able to handle multiple projects simultaneously with tight deadlines
- Appetite to work in a fast growing and demanding environment, self-motivated with a hands-on attitude and ability to work independently
- Fluency in English required, French language skills a plus
Benefits
iCapital offers a comprehensive benefits package that includes a competitive total compensation program consisting of salary, equity for all full-time employees, annual performance bonus; 100% employer paid Group Benefits (including medical, dental, vison, prescription, insurance, virtual telemedicine and mental health counseling, and an employee assistance program) for employees and their dependents, unlimited paid time off (PTO).
iCapital offers 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 | LinkedIn: Awards 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.
Expected salary:
Location: Toronto, ON
Job date: Wed, 06 Dec 2023 00:14:26 GMT
