Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President

About the role

iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives. This role will support the Team Lead with developing the roll-out plan for model portfolios, interact with clients to increase adoption, and manage internal workstream to ensure smooth execution. This individual should have strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors.

Responsibilities

• As a member of the Research and Due Diligence team, you will focus on:
• Understand the construction, positioning, and investment rationale of custom and marketplace models
• Confidently articulate model design, use cases, and evolution-particularly as models incorporate alternatives
• Partner with Private Wealth Solutions (PWS) to support sales and marketing of:
• Custom model portfolios already launched and currently in development
• Marketplace models available on the platform
• Collaborate with National Accounts to align on the development and implementation of model portfolio sales efforts with enterprise and home office distribution strategies
• Act as the primary sales-facing resource focused on model portfolios, including:
• Engaging advisors in model-related discussions
• Addressing questions on portfolio construction, positioning, and implementation
• Differentiating our models versus competing solutions
• Collaborate with internal teams to execute proactive advisor engagement strategies, including:
• Targeted outbound calling campaigns using home office-provided data
• Follow-up on advisor activity and interest in iCapital supported custom and Marketplace
• Partner with home office contacts (e.g., independent broker-dealers and enterprise platforms) that:
• Provide data and intelligence on priority advisors
• Support and endorse direct sales campaigns
• Partner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including:
• Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans
• Coordinate approved enablement and campaign support (e.g., messaging, training, rollout timelines, and feedback loops) to drive awareness, adoption, and successful implementation
• Provide structured feedback from advisor conversations to inform:
• Future custom model launches
• Enhancements to existing models and sales messaging

Requirements

• Bachelor's degree in finance, economics, or a related field; progress toward or interest in advanced certifications (e.g., CFA) is a plus
• 6-12 years of experience in financial services, with experience in portfolio management, investment analysis, product, or investment-related roles. Exposure to alternative investments and/or model portfolios is preferred
• Strong analytical skills with the ability to evaluate investment data, portfolio performance, and market trends; experience with financial modeling and quantitative analysis is a plus
• Familiar with investment platforms, portfolio analytics tools, or financial systems used in wealth management or asset management environments
• Strong written and verbal communication skills, with the ability to clearly articulate investment concepts to both internal stakeholders and clients
• Demonstrated ability to work collaboratively across teams, manage multiple priorities, and support complex initiatives in a fast-paced environment

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