Posted 16 days ago
The Salesforce Administrator will own and improve Salesforce environments across multiple organizations, supporting platform operations, configuration, data quality, user administration, and integrations. The role involves translating business requirements into scalable solutions, managing testing and deployments, troubleshooting issues, recommending platform improvements, and providing user training.
Posted a month ago
The Outbound Specialist will introduce financial advisors to iCapital’s alternative investment platform, secure registrations, build advisor profiles, and nurture relationships through the first trade. The role involves executing 75+ outbound calls daily, managing CRM records, overcoming objections, coordinating educational resources, and tracking conversion progress.
Posted a month ago
iCapital is seeking an experienced manager to lead its outbound sales team within the Alternative Investment Distribution group. The role manages Outbound Sales Analysts, sets performance targets, oversees prospecting and CRM practices, coaches team members, and coordinates with Sales, Marketing, Product, Recruiting, and Human Resources to improve advisor conversion and readiness to trade.
Posted 3 months ago
Analyst role within iCapital's Structured Investments team focusing on sales support. Responsibilities include conducting calls to set appointments for licensed sales professionals, analyzing sales trends, assisting senior sales professionals, and preparing for required licenses. Position requires cross-functional collaboration with vendors and clients.
Posted 4 months ago
This role supports iCapital’s Canadian expansion by managing full-cycle Canadian income and indirect tax compliance for access funds structured as trusts and partnerships. The Assistant Vice President will coordinate with external tax providers, fund administrators, and internal teams to ensure accurate tax filings, compliance, and investor inquiries, while maintaining tax accounts and handling CRA correspondence.
Posted 4 months ago
iCapital is seeking a Compliance Associate to support the Global Regulatory and Compliance team in ensuring adherence to securities laws, regulations, and internal policies. The role focuses on Canadian regulatory compliance, including National Instrument requirements, regulatory filings, and maintaining compliance policies for investment vehicles and business operations.
Posted 8 months ago
This executive role leads the Eastern Canada region for iCapital’s Alternatives Distribution, driving adoption of alternative investment solutions among Canadian registered dealers, advisors, and private wealth platforms. The Vice President will develop and execute a regional coverage plan, build deep advisor relationships, and scale the distribution footprint to grow the alternatives ecosystem in Canada.
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