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

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 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, SM