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

iCapital - Greenwich, Connecticut, United States; New York, New York, United States

Posted Apr 15, 2026

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Not verified
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
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Relocation assistance
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Childcare support
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Learning budget
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Verification
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Salary
$155K-$175K From the posting source checked Jun 20, 2026
401(k) match
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Market context

U.S. role benchmark (BLS OEWS)
$57,704 U.S. median for this role
Projected growth (BLS Employment Projections)
+0.9% - Slower

186% above the BLS role benchmark for sales aggregate.

Matched to SOC 41-2031 - Sales aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Sales From the posting source checked Jun 20, 2026
Seniority
Director Plus From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
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Company

Equity
Offered From the posting source checked Jun 20, 2026

Application

Cover letter
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Assessment
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Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President Greenwich, Connecticut, United States; New York, New York, United States 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. This individual should have strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors. Responsibilities - 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

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