layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President at iCapital | LAYIQ

As a member of the Research and Due Diligence team, you will focus on: Understand the construction, positioning, and investment rationale of custom and marketplace models
Confidently articulate model design, use cases, and evolution—particularly as models incorporate alternatives
Partner with Private Wealth Solutions (PWS) to support sales and marketing of: Custom model portfolios already launched and currently in development
Marketplace models available on the platform
Collaborate with National Accounts to align on the development and implementation of model portfolio sales efforts with enterprise and home office distribution strategies
Act as the primary sales-facing resource focused on model portfolios, including: Engaging advisors in model-related discussions
Addressing questions on portfolio construction, positioning, and implementation
Differentiating our models versus competing solutions
Collaborate with internal teams to execute proactive advisor engagement strategies, including:
Targeted outbound calling campaigns using home office–provided data
Follow-up on advisor activity and interest in iCapital supported custom and Marketplace
Partner with home office contacts (e.g., independent broker-dealers and enterprise platforms) that:
Provide data and intelligence on priority advisors
Support and endorse direct sales campaigns
Partner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including:
Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans
Coordinate approved enablement and campaign support (e.g., messaging, training, rollout timelines, and feedback loops) to drive awareness, adoption, and successful implementation
Provide structured feedback from advisor conversations to inform: Future custom model launches
Enhancements to existing models and sales messaging

Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President

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