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

Qualifications

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

Benefits

The 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/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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