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.
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
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
The base salary range for this role is $155000 to $175000. 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
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.
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