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

IcapitalnetworkGreenwich, Connecticut, United States; New York, New York, United States薪资面议实习

职位描述

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 be responsible for defining and scaling the operational infrastructure to support inclusion of alternative investments via model portfolio and managed account solutions across wealth management channels. This is a senior leadership role requiring deep expertise across portfolio implementation, advisory platform capabilities, product development, defining technology requirements, regulatory frameworks, and partnerships with third-party service providers (custodians, UMA vendors, etc.). The role will operate at the intersection of product, investment solutions, distribution, and technology, partnering closely with internal teams and external clients to deliver innovative, scalable portfolio solutions and drive revenue growt

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发布时间 2026/7/16
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