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

<p><strong>About the Role</strong></p> <p>iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives. &nbsp;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. &nbsp;This individual should have strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors.</p> <p><strong>&nbsp;</strong><strong>Responsibilities</strong></p> <ul> <li>As a member of the Research and Due Diligence team, you will focus on:</li> <ul> <li>Understand the construction, positioning, and investment rationale of custom and marketplace models</li> <li>Confidently articulate model design, use cases, and evolution—particularly as models incorporate alternatives</li> </ul> <li>Partner with Private Wealth Solutions (PWS) to support sales and marketing of:</li> <ul> <li>Custom model portfolios already launched and currently in development</li> <li>Marketplace models available on the platform</li> </ul> <li>Collaborate with National Accounts to align on the development and implementation of model portfolio sales efforts with enterprise and home office distribution strategies</li> <li>Act as the primary sales-facing resource focused on model portfolios, including:</li> <ul> <li>Engaging advisors in model-related discussions</li> <li>Addressing questions on portfolio construction, positioning, and implementation</li> <li>Differentiating our models versus competing solutions</li> </ul> <li>Collaborate with internal teams to execute proactive advisor engagement strategies, including:</li> <ul> <li>Targeted outbound calling campaigns using home office–provided data</li> <li>Follow-up on advisor activity and interest in iCapital supported custom and Marketplace</li> </ul> <li>Partner with home office contacts (e.g., independent broker-dealers and enterprise platforms) that:</li> <ul> <li>Provide data and intelligence on priority advisors</li> <li>Support and endorse direct sales campaigns</li> </ul> <li>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:</li> <ul> <li>Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, a