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

Role Overview

iCapital seeks a skilled Investment Product Specialist at the Assistant Vice President or Vice President level to support its alternatives-focused model portfolio initiatives. This position involves assisting the Team Lead by developing rollout strategies, engaging with clients to boost portfolio adoption, and overseeing internal workflows for seamless execution. Proficiency in alternative investments and application of model portfolios by wealth advisors is essential.

Key Responsibilities

• Participate as part of the Research and Due Diligence team focusing on model construction, positioning, and investment rationale for custom and marketplace portfolios.
• Clearly explain model designs, practical applications, and updates, especially as alternative investments are integrated.
• Collaborate with Private Wealth Solutions (PWS) to assist sales and marketing efforts for both launched and in-development custom model portfolios as well as marketplace offerings.
• Work with National Accounts to coordinate model portfolio sales in alignment with enterprise and home office distribution strategies.
• Serve as the chief resource interfacing with sales teams regarding model portfolios, including advising on portfolio structure, positioning, implementation, and differentiating iCapital’s models from competitors.
• Execute proactive advisor engagement initiatives such as targeted outbound calls using home office data and follow-ups on advisor interest in iCapital models.
• Partner with home office contacts including independent broker-dealers and enterprise platforms to support sales campaigns and supply priority advisor data.
• Collaborate with internal teams and home office partners to develop coordinated engagement and enablement plans aimed at increasing awareness, adoption, and successful deployment of model portfolios.
• Collect and relay structured feedback from advisor meetings to guide enhancements in custom model launches and sales messaging.

Qualifications

• Bachelor’s degree in finance, economics, or a related discipline; advanced certifications such as CFA in progress or desired.
• Between 6 to 12 years of experience in financial services, particularly in portfolio management, investment analysis, product management, or roles related to investments, with preference for experience in alternative investments or model portfolios.
• Strong analytical capabilities to assess investment data, portfolio results, and market trends; familiarity with financial modeling and quantitative analysis is advantageous.
• Experience with investment platforms, portfolio analytics, or financial systems typical in wealth or asset management.
• Excellent written and oral communication skills capable of conveying complex investment concepts effectively to various stakeholders.
• Proven ability to collaborate cross-functionally, manage competing priorities, and support multifaceted projects within a dynamic environment.

Compensation and Benefits

This role offers a base salary between $155,000 and $175,000 annually, complemented by an equity grant and an annual performance bonus for full-time employees. Additional benefits include an employer-matched retirement plan, comprehensive health coverage with fully paid dental, vision, telemedicine, and virtual mental health services, parental leave, and unlimited paid time off.

Work Arrangements

Employees are expected to work onsite Monday through Thursday at the Greenwich, NY office and have the flexibility to work remotely on Fridays.

Equal Opportunity

iCapital is an equal opportunity employer, committed to diversity and inclusion, and does not discriminate based on legally protected characteristics.