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

divh2Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President/h2pGreenwich, Connecticut, United States; New York, New York, United States/ph3About the Role/h3piCapital 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./ph3Responsibilities/h3ulliAs a member of the Research and Due Diligence team, you will focus on:/liulliUnderstand the construction, positioning, and investment rationale of custom and marketplace models/liliConfidently articulate model design, use cases, and evolutionparticularly as models incorporate alternatives/li/ulliPartner with Private Wealth Solutions (PWS) to support sales and marketing of:/liulliCustom model portfolios already launched and currently in development/liliMarketplace models available on the platform/li/ulliCollaborate with National Accounts to align on the development and implementation of model portfolio sales efforts with enterprise and home office distribution strategies/liliAct as the primary sales-facing resource focused on model portfolios, including:/liulliEngaging advisors in model-related discussions/liliAddressing questions on portfolio construction, positioning, and implementation/liliDifferentiating our models versus competing solutions/li/ulliCollaborate with internal teams to execute proactive advisor engagement strategies, including:/liulliTargeted outbound calling campaigns using home officeprovided data/liliFollow-up on advisor activity and interest in iCapital supported custom and Marketplace/li/ulliPartner with home office contacts (e.g., independent broker-dealers and enterprise platforms) that:/liulliProvide data and intelligence on priority advisors/liliSupport and endorse direct sales campaigns/li/ulliPartner 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:/liulliLeverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans/liliCoordinate approved enablement and campaign support (e.g., messaging, training, rollout timelines, and feedback loops) to drive awareness, adoption, and successful implementation/li/ulliProvide structured feedback from advisor conversations to inform:/liulliFuture custom model launches/liliEnhancements to existing models and sales messaging/li/ul/ulh3Qualifications/h3ulliBachelors degree in finance, economics, or a related field; progress toward or interest in advanced certifications (e.g., CFA) is a plus/lili6-12 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/liliStrong analytical skills with the ability to evaluate investment data, portfolio performance, and market trends; experience with financial modeling and quantitative analysis is a plus/liliFamiliar with investment platforms, portfolio analytics tools, or financial systems used in wealth management or asset management environments/liliStrong written and verbal communication skills, with the ability to clearly articulate investment concepts to both internal stakeholders and clients/liliDemonstrated ability to work collaboratively across teams, manage multiple priorities, and support complex initiatives in a fast-paced environment/li/ulh3Benefits/h3pThe 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)./ppWe 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./p/div