Head of Managed Accounts and Model Portfolio Delivery - Senior Vice President

The role

This individual will lead the packaging, development, and commercialization of the firm's model portfolio and separately managed account capabilities. They will define and scale operational infrastructure to support alternative investments via model portfolio and managed account solutions.

What you will do

• Define and execute the Managed Accounts and Model Portfolio Delivery strategy.
• Establish the firm as a market leader in portfolio construction frameworks.
• Lead the evolution of model portfolios, UMA programs, SMA offerings and other managed account solutions.
• 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 Research, Technology and Platform teams to develop frameworks for various structures.
• Drive innovation in portfolio implementation, rebalancing, reporting, and analytics.
• Partner with operations to define the operational framework for managed account solutions.

Required qualifications

• 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

Benefits

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

About the company

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.