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About the Role

iCapital is seeking a Senior Vice President, Head of Managed Accounts and Model Portfolio Delivery to lead the packaging, development, and commercialization of the firm’s model portfolio and separately managed account (SMA) capabilities. This individual will define and scale the operational infrastructure to support alternative investments via model portfolio and managed account solutions across wealth management channels. This senior leadership role requires deep expertise across portfolio implementation, advisory platform capabilities, product development, technology requirements, regulatory frameworks, and third-party service provider partnerships. The role operates at the intersection of product, investment solutions, distribution, and technology, partnering with internal teams and external clients to deliver innovative, scalable portfolio solutions and drive revenue growth.

Responsibilities

Define and execute the firm’s Managed Accounts and Model Portfolio Delivery strategy, aligning with iCapital’s broader product and platform roadmap.
Establish iCapital as a market leader in next-generation portfolio construction frameworks, including public-private allocation models.
Lead the evolution of model portfolios, UMA programs, SMA offerings and other managed account solutions, including the integration of alternative investments and private markets.
Lead go-to-market strategy for model and SMA solutions across distribution channels.
Partner with Sales, Relationship Management, and Platform teams to drive adoption and revenue growth.
Identify and develop strategic partnerships with wealth platforms, asset managers, and technology providers.
Oversee the design, development, and lifecycle management of managed account solutions.
Partner with iCapital’s Research, Technology and Platform teams to develop framework to make models and managed accounts available in various structures, including hosting on third-party platforms and portfolio management systems.
Drive innovation in portfolio implementation, rebalancing, reporting, and analytics.
Partner with iCapital’s operations team to define the operational framework needed to support managed account solutions.
Collaborate with internal stakeholders to ensure solutions meet client needs across RIAs, broker-dealers, wirehouses, and private banks.
Guide the structuring of models and managed account solutions, ensuring regulatory alignment and scalability.
Partner with legal and compliance teams to ensure all offerings meet regulatory and governance requirements, engagements, including platform integrations, RFPs, and strategic initiatives.
Serve as a senior thought leader externally, representing iCapital with wealth managers, asset managers, and industry partners.
Demonstrate a deep understanding of financial advisors, client portfolios, and portfolio construction workflows.
Gather market feedback to continuously refine product offerings and positioning.

Requirements

15+ years of experience in asset management, wealth management, or financial technology, with a focus on model portfolios, SMAs, or portfolio construction
Proven experience building and scaling investment advisory programs, model portfolios, or managed account solutions
Strong knowledge of the Investment Company Act of 1940, including registered product structures and compliance considerations
Extensive experience with SMA program structuring, UMA platforms, and advisory platform implementation
Experience owning or managing alternative investment products or private markets strategies
Strong track record of leading go-to-market initiatives and driving revenue growth
Deep understanding of portfolio construction and asset allocation, portfolio implementation and trading workflows, model management and customization, performance reporting and analytics
Able to operate at a senior level across product, strategy, sales, and technology teams
Exceptional communication and executive presence, with the ability to engage internal stakeholders and external clients

Skills

Model portfolios
Separately Managed Accounts (SMAs)
Portfolio construction
Investment Company Act of 1940
UMA platforms
Advisory platform implementation
Alternative investment products
Private markets strategies
Go-to-market initiatives
Portfolio allocation
Portfolio implementation
Trading workflows
Model management
Performance reporting
Analytics

Location

New York, NY

Work Type

Hybrid

Experience Level

Senior
15+ years

Salary/Compensations

$210,000 to $260,000

Benefits

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare
100% employer paid dental
100% employer paid vision
100% employer paid telemedicine
100% employer paid virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

About the Company

iCapital is a leading global fintech company that provides technology-enabled solutions to the alternative investment marketplace.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us
Twitter: @icapitalnetwork
LinkedIn: https://www.linkedin.com/company/icapital-network-inc
Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

Equal Opportunity

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.