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

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. The individual should have strong knowledge of alternative investments and experience with model portfolios used 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 products.
• Partner with home office contacts (e.g., independent broker‑dealers and enterprise platforms) to provide data and intelligence on priority advisors, support and endorse direct sales campaigns, and coordinate enablement and campaign support to drive awareness, adoption, and successful implementation.
• Provide structured feedback from advisor conversations to inform 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 $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).

Employees in this role will work in the office Monday–Thursday, with the flexibility to work remotely on Friday.

• New York, NY
• Princeton, NJ
• Salt Lake City, UT
• Stamford, CT

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.