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

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

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 and marketplace models; Collaborate with National Accounts to align on the development and implementation of model portfolio sales efforts; Act as the primary sales-facing resource focused on model portfolios; Collaborate with internal teams to execute proactive advisor engagement strategies; Partner with home office contacts to support and endorse direct sales campaigns; Partner with internal iCapital teams (National Accounts and Marketing) to deliver coordinated engagement plans; 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; 6-12 years of experience in financial services, with experience in portfolio management, investment analysis, product, or investment-related roles; Strong analytical skills with the ability to evaluate investment data, portfolio performance, and market trends; 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

Nice to have

Progress toward advanced certifications (e.g., CFA); Exposure to alternative investments and/or model portfolios; Experience with financial modeling and quantitative analysis

Benefits

Equity; annual performance bonus; employer matched retirement plan; generously subsidized healthcare; 100% employer paid dental; vision; telemedicine; virtual mental health counseling; parental leave; unlimited paid time off (PTO)