Investment Product Specialist, Model Portfolios - AVP/VP
iCapital
📍 Greenwich, Connecticut, United States; New York, New York, United StatesMid LevelFull-timeProductUnited States
💰 $155K - $175K
model portfoliosproduct launchinstitutional wealth managementportfolio strategyclient engagementproduct developmentdeployment management
Posted July 8, 2026 · Closes July 27, 2026
About the Role
Investment Product Specialist supporting the development and market rollout of model portfolio offerings at iCapital. The role coordinates cross-functional teams on strategy execution, engages institutional clients to drive product adoption, and manages internal workflows to ensure successful deployment of new portfolio solutions.
Responsibilities
- Coordinate cross-functional teams on product strategy execution and timeline management
- Engage institutional clients to understand requirements and drive product adoption
- Manage internal workflows and deployment processes for new portfolio solutions
- Develop and launch model portfolio offerings aligned with market demand
- Support product-market fit analysis and client feedback integration
Requirements
- Experience in investment product development or portfolio management
- Strong project coordination and cross-functional collaboration skills
- Understanding of institutional client needs and wealth management workflows
- Ability to manage multiple stakeholders and competing priorities
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