Helping Financial Professionals implement and manage alternative strategies for growth.
New York, NY
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently. At the forefront of the digital transformation in investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. Through iCapital Marketplace, Enterprise Solutions, and Technology & Data Services, the iCapital operating system automates and streamlines complex investment workflows and seamlessly integrates with clients’ existing infrastructure, platforms, and tools. With $1.2 trillion of assets serviced globally on platform, including $327 billion in alternative platform assets, $311 billion in structured investments and annuities & insurance outstanding, and $563 billion in client assets reported on, iCapital serves nearly 3,900 wealth management firms and 144,000 active financial professionals globally. Headquartered in New York and Greenwich, CT, iCapital operates globally with 18 offices, including Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, Sydney, Abu Dhabi, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including Euromoney's World's Best Technology Provider for Wealth Management, CNBC's World's Top Fintech Companies, and Forbes Fintech 50. Nothing herein constitutes an offer to sell, or a solicitation of an offer to buy, any security or product. Please see iCapital’s Social Media Disclaimer for more information: https://icapital.com/social-media-disclaimer/
Hybrid · Toronto
The Salesforce Administrator will manage daily operations, including user requests, ticket resolution, and configuration across multiple organizations. They will also partner with external delivery teams to build scalable solutions and maintain platform stability.
Hybrid · Toronto
Lead the architecture, design, and modernization of illustration-related applications, transitioning legacy systems to Azure-based microservices. Provide technical leadership and oversight to distributed engineering teams while establishing architectural standards and roadmaps.
Hybrid · Toronto
The Outbound Specialist will drive platform adoption by conducting high-volume outbound calls to financial advisors and guiding them through the registration process. They are responsible for building detailed advisor profiles, managing the sales funnel, and nurturing relationships until the first trade is completed.
Hybrid · Toronto
Manage and scale a team of Outbound Sales Analysts to drive advisor registrations and platform adoption through high-volume prospecting. Monitor team performance against KPIs, conduct coaching sessions, and coordinate with internal stakeholders to optimize the sales pipeline.
Hybrid · Toronto
The analyst will support the sales team by conducting outbound calls to set appointments and communicating product objectives and risks. They will also analyze regional sales trends and assist senior sales professionals within their assigned territory.
Remote · Canada
The Vice President will be responsible for leading sales coverage in Eastern Canada, driving the adoption of alternative investment solutions across various Canadian financial platforms. This involves building deep expertise in various alternative strategies and executing a regional coverage plan to expand the firm's presence.
Hybrid · Toronto
The role is responsible for managing all regulatory and compliance matters for iCapital's Canadian business, ensuring adherence to securities laws and internal policies. Key tasks include developing compliance procedures, filing regulatory reports, and coordinating board meetings.
