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

About the RoleiCapital 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.ResponsibilitiesAs a member of the Research and Due Diligence team, you will focus on:Understand the construction, positioning, and investment rationale of custom and marketplace modelsConfidently articulate model design, use cases, and evolution-particularly as models incorporate alternativesPartner with Private Wealth Solutions (PWS) to support sales and marketing of:Custom model portfolios already launched and currently in developmentMarketplace models available on the platformCollaborate with National Accounts to align on the development and implementation of model portfolio sales efforts with enterprise and home office distribution strategiesAct as the primary sales-facing resource focused on model portfolios, including:Engaging advisors in model-related discussionsAddressing questions on portfolio construction, positioning, and implementationDifferentiating our models versus competing solutionsCollaborate with internal teams to execute proactive advisor engagement strategies, including:Targeted outbound calling campaigns using home office-provided dataFollow-up on advisor activity and interest in iCapital supported custom and MarketplacePartner with home office contacts (e.g., independent broker-dealers and enterprise platforms) that:Provide data and intelligence on priority advisorsSupport and endorse direct sales campaignsPartner 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 plansCoordinate approved enablement and campaign support (e.g., messaging, training, rollout timelines, and feedback loops) to drive awareness, adoption, and successful implementationProvide structured feedback from advisor conversations to inform:Future custom model launchesEnhancements to existing models and sales messagingQualificationsBachelor's degree in finance, economics, or a related field; progress toward or interest in advanced certifications (e.g., CFA) is a plus6-12 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 preferredStrong analytical skills with the ability to evaluate investment data, portfolio performance, and market trends; experience with financial modeling and quantitative analysis is a plusFamiliar with investment platforms, portfolio analytics tools, or financial systems used in wealth management or asset management environmentsStrong written and verbal communication skills, with the ability to clearly articulate investment concepts to both internal stakeholders and clientsDemonstrated ability to work collaboratively across teams, manage multiple priorities, and support complex initiatives in a fast-paced environmentBenefitsThe base salary range for this role is $155,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/