iCapital Network
Head of Managed Accounts and Model Portfolio Delivery - Senior Vice President
$210K–$260K
Greenwich, Connecticut, United States +3 · Director · Full-time · Posted Jul 9, 2026
- Location
- Greenwich, Connecticut, United States
New York, New York, United States
Greenwich, Connecticut, United States
New York, New York, United States - Experience
- 15+ years.
About the job
Leads the strategy, development, operations, and commercialization of managed accounts and model portfolio solutions that integrate alternative investments across wealth management channels.
What you'll do
- Define and execute the Managed Accounts and Model Portfolio Delivery strategy, overseeing solution design, development, and lifecycle management.
- Lead go-to-market efforts and partnerships to expand adoption and revenue across wealth platforms and distribution channels.
- Coordinate with product, technology, operations, legal, and compliance teams to build scalable, operationally sound solutions that meet client and regulatory needs.
What they ask for
- 15+ years of experience in asset management, wealth management, or financial technology, focused on model portfolios, SMAs, or portfolio construction.
- 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.
Nice to have
- Experience owning or managing alternative investment products or private markets strategies.
- Track record of leading go-to-market initiatives and driving revenue growth.
Pay
$210,000 to $260,000 (base salary)
Tools
UMA platforms
Model-written summary · the original posting is authoritative