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

Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President iCapital 4.5 ( ) Greenwich, CT for later Why you should apply for a job to i

Capital :

4.5/5 in overall job satisfaction 4.7/5 in supportive management 96% say women are treated fairly and equally to men 100% would recommend this company to other women 70% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews # 8509184002 Position summary 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

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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. Why you should apply for a job to i

Capital :

4.5/5 in overall job satisfaction 4.7/5 in supportive management 96% say women are treated fairly and equally to men 100% would recommend this company to other women 70% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews