Alternative Investment Product Specialist Job at iCapital Network (New York)

Investments Product Manager

GCG business in the UAE has a robust wealth management proposition serving a wid...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Results oriented with proven track record
Excellent written and oral communication skills
Ability to explain financial and economic topics in easy to understand language
Strong client service orientation & focus and capacity to recognize and assess risks and opportunities
Strong analytical and influencing skills
Team player, collaborative and team oriented work
Expert competence level in MS Excel, MS PowerPoint, MS Word and preferably Bloomberg / Morningstar Direct
Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
Self-starter with high work ethic and willingness to go the extra mile
High level analytical skills with in-depth knowledge on financial markets

Job Responsibility

Responsible for the local investment products offering, with special focus on Mutual Funds, Secured Lending, Structured Notes and Alternative Investments product proposition with the aim of enhancing their contribution to overall wealth management revenues as per country plan
Design & end-to-end implementation of investment campaigns & RM tacticals in order to increase investment penetration as well as increase investment active clients
Be responsible for Segment specific differentiation & investment product offers, to keep attractiveness of customer proposition intact and continuously present, in line with regional & global initiatives
Closely work with key stakeholders to timely resolve any issues and make tangible improvements on the client experience journey
Communicate to internal & external stakeholders consistently important KPI metrics such as Investor Profile, Investment Penetration and new Investment Accounts in order to increase awareness and focus on key qualitative and quantitative targets
Be responsible for the timely renewal of Product Programs, process manuals within the stated guidelines
Maintain ownership & excellent understanding of booking systems used in order to facilitate and enable system enhancements as per regional guidelines
Closely cooperate with the Investment Operations team to ensure seamless delivery of all aspects of process and controls, including documentation completeness
Efficiently support the front line sales team efforts by providing them timely responses on product related requests
Maintain Audit readiness at all times, achieve satisfactory internal and external audit ratings and provide relevant inputs into the periodic Manager’s Control Assessment reviews in order to mitigate operational risks in the product platform & respective processes

Fulltime

New

Vice president, institutional accounting

The Investment Accounting Group provides accounting and regulatory data services...

Location

United States , Wilmington

Salary:

117500.00 - 173500.00 USD / Year

BlackRock Investments

Expiration Date

March 24, 2026

Requirements

Minimum 6 years of proven experience in investments/markets and understanding of Alternative Investment accounting
Understanding of Alts product mechanics, requirements, including Equity Method of Accounting for Partnerships/Joint Ventures held as investments
Knowledge of insurance companies, including the regulatory and accounting constraints and standards under which they operate
Continuous operational improvement and control enhancement demeanor
Familiarity with product-specific financial reporting and disclosures

Job Responsibility

Handling all aspects of accounting and reporting services and meeting the needs and evolving priorities of our clients
Developing a detailed knowledge of BlackRock’s capabilities, products and services for insurance companies
Staying ahead of and successfully communicating the implications of an evolving regulatory landscape, including new accounting pronouncements, across multiple bases of accounting (i.e., IFRS, US Statutory, US GAAP, etc.)
Responsible for improving and leading Alternatives investment reporting for clients and prospects, informing and handling the implementation of client mandates with effective planning and use of resources
Supporting business growth within the insurance sector by working in partnership with other BlackRock teams
Acting as a subject matter specialist for all Alternative investment types as it relates to setup and processing in compliance with accounting guidelines
Ensuring consistent process and control across client base
Representing Alternatives accounting on cross-functional projects and working groups in support of key business and client objectives
Assisting in the continual improvement of the investment reporting and control processes to improve efficiency, mitigate risk and incorporate business and product changes, ensuring procedures are in line with all current practices
Providing expert-level support for clients on alternatives-related matters and suggest potential improvements

What we offer

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Fulltime

New

Alternative Investment Product Specialist

iCapital’s Portfolio Management team is looking to hire a Vice President Alterna...

Location

United States , Greenwich

Salary:

150000.00 - 175000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

10+ years alternatives, mutual fund or SMA sales experience within the wealth channel
Proven track record of success with demonstrated results in a financial sales role
Able to demonstrate industry and alternative investment product knowledge
Knowledge of competitive landscape, client drivers and other key marketplace factors
Exceptional communication, organizational, and interpersonal skills
Self‑starter with strong initiative who thrives in a fast‑paced environment
Series 7 and 63 licenses are required
Must obtain CAIA within 2-3 years of hire
Willing to travel up to 75% as needed

Job Responsibility

Execute a territory strategy that includes firm and branch rotations, business plans for priority firms, proactive call cycles, face‑to‑face meetings, and a consultative, value‑added approach
Collaborate with the broader distribution organization to drive increased sales and enhanced client service
Guide iCapital Marketing and Research teams to create collateral, support calls and webinars and product focused campaigns
Gain full proficiency in product features and sub‑strategies to support wholesaling and product specialist needs
Use CRM tools to track activities, analyze data, and formulate engagement strategies
Travel regularly in the market to attend industry conferences and meet with key clients and prospects

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

New

Internal Alternative Investment Specialist

iCapital’s Portfolio Management team is looking to hire an Associate Internal Al...

Location

United States , New York

Salary:

90000.00 - 115000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

2-5+ years of client‑facing experience in the financial services industry
Knowledge of capital markets and alternative investments
Exceptional communication, organizational, and interpersonal skills
Self‑starter with strong initiative who thrives in a fast‑paced environment
Demonstrated commitment to continuous professional development and team improvement
Series 7 and 63 licenses are required
Must obtain CAIA within 2-3 years of hire

Job Responsibility

Make daily sales calls to strengthen relationships and proactively uncover new opportunities
Partner with field sales specialists to execute territory strategies and drive sales growth
Deliver high‑quality support by resolving inquiries and account issues in partnership with the Investor Relations team
Develop a deep understanding of key alternative investment platforms and product availability
Gain full proficiency in product features and sub‑strategies to support wholesaling and product specialist needs
Use CRM tools to track activities, analyze data, and formulate engagement strategies
Travel to attend industry events and meet with key clients and prospects as required

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

New

Vice President, Alternatives Distribution

iCapital is seeking a high performing Vice President, Alternatives Distribution ...

Location

Canada , Toronto

Salary:

Not provided

iCapital Network

Expiration Date

Until further notice

Requirements

10+ years of client facing experience in the Canadian investment industry (i.e. external wholesaling, capital raising, national accounts, client portfolio management, product specialist roles)
Bachelor’s degree is required
Demonstrated success selling or supporting a diverse range of investment strategies, ideally with exposure to alternative investments
Direct relationships with Canadian banks, independent dealers, family offices, and investment advisors within the target region
CFA or CAIA certification or progress toward completion is preferred
Meets the regulatory requirements to be registered as a Registered Individual (Exempt Market Dealer) CIM designation or CSC completion is preferred
Highly motivated self-starter who thrives in an entrepreneurial, growth-oriented environment with limited oversight
Outstanding relationship building, communication, and presentation skills

Job Responsibility

Build deep expertise across a curated offering of private credit, private equity, real estate, infrastructure, and hedge fund strategies
Develop and execute a proactive regional coverage plan to expand iCapital’s presence among advisors and dealer platforms
Use a consultative sales approach to acquire new relationships, expand existing accounts, and provide exceptional ongoing client service
Deliver thoughtful advisor education on incorporating alternative investments into diversified client portfolios
Partner with Canadian leadership to refine the coverage model (i.e. regional segmentation, territory optimization, investor base analytics)
Lead onboarding and engagement of new advisor relationships onto iCapital’s platform to facilitate product access and adoption
Collaborate across iCapital’s stakeholders position the firm’s value proposition and service offerings effectively
Represent iCapital at regional and national industry events, conferences, and advisor seminars
Maintain a high level of professionalism and market presence as one of the senior external faces of the Canadian distribution business

What we offer

Work in the office Monday-Thursday, with the flexibility to work remotely on Friday
Competitive total compensation package consisting of salary, bonus, and equity for all full-time employees
Company pays 100% of the premium for all Group Benefits for you and your dependents
Benefits include medical, dental, vision, prescription, life insurance and long-term disability
Variety of Retirement Plans which have a company match
Unlimited Paid Time Off (PTO)
Flexibility to work in the office three to four days and remotely for the remainder of the week

Fulltime

New

Vice President, Alternatives Distribution

iCapital is seeking a high performing Vice President, Alternatives Distribution ...

Location

Canada

Salary:

Not provided

iCapital Network

Expiration Date

Until further notice

Requirements

10+ years of client facing experience in the Canadian investment industry (i.e. external wholesaling, capital raising, national accounts, client portfolio management, product specialist roles)
Bachelor’s degree is required
Bi-lingual in English and French is required
Demonstrated success selling or supporting a diverse range of investment strategies, ideally with exposure to alternative investments
Direct relationships with Canadian banks, independent dealers, family offices, and investment advisors within the target region
CFA or CAIA certification or progress toward completion is preferred
Meets the regulatory requirements to be registered as a Registered Individual (Exempt Market Dealer). CIM designation or CSC completion is preferred
Highly motivated self-starter who thrives in an entrepreneurial, growth-oriented environment with limited oversight
Outstanding relationship building, communication, and presentation skills

Job Responsibility

Build deep expertise across a curated offering of private credit, private equity, real estate, infrastructure, and hedge fund strategies
Develop and execute a proactive regional coverage plan to expand iCapital’s presence among advisors and dealer platforms
Use a consultative sales approach to acquire new relationships, expand existing accounts, and provide exceptional ongoing client service
Deliver thoughtful advisor education on incorporating alternative investments into diversified client portfolios
Partner with Canadian leadership to refine the coverage model (i.e. regional segmentation, territory optimization, investor base analytics)
Lead onboarding and engagement of new advisor relationships onto iCapital’s platform to facilitate product access and adoption
Collaborate across iCapital’s stakeholders position the firm’s value proposition and service offerings effectively
Represent iCapital at regional and national industry events, conferences, and advisor seminars
Maintain a high level of professionalism and market presence as one of the senior external faces of the Canadian distribution business

What we offer

Employees in this role will work fully remote
competitive total compensation package consisting of salary, bonus, and equity for all full-time employees
Company pays 100% of the premium for all Group Benefits for you and your dependents
Benefits include medical, dental, vision, prescription, life insurance and long-term disability
Variety of Retirement Plans which have a company match
unlimited Paid Time Off (PTO)
flexibility to work in the office three to four days and remotely for the remainder of the week

Fulltime

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

New

Strategic Client Business Development, APAC Wealth, Vice President

The Strategic Client Business Development team in APAC is responsible for develo...

Location

Singapore , Singapore

Salary:

Not provided

BlackRock Investments

Expiration Date

February 28, 2026

Requirements

8–10 years of relevant experience in asset management, especially within the wealth/retail segment
Outstanding client relationship skills with proven history in building and growing a fund business
Strong breadth of product knowledge across mutual funds, index, and alternatives, and the ability to communicate investment propositions in the context of portfolio construction and client objectives
Proven track record of driving product approvals / pipeline progression and converting client engagement into commercial outcomes
Demonstrated ability to operate in a global, matrixed organization, coordinating across functions and geographies to deliver consistent client outcomes
global client experience strongly preferred
Strong stakeholder management skills, including credibility with senior internal partners and external decision-makers
ability to represent the firm holistically and introduce the right specialists at the right time
Excellent written and verbal communication skills
proven ability to create high-quality client materials and deliver compelling, clear messaging under time pressure

Job Responsibility

Lead coverage of APAC Strategic Wealth clients, building senior relationships and driving commercial opportunities
Build strong, long-term partnerships with client organizations, working together to understand their priorities and align BlackRock’s capabilities to support their business goals
Work with regional Client Business teams to advance conversations, ensure timely follow ups and track commercial outcomes
Work with APAC Strategic Wealth clients to understand their product priorities and co‑develop opportunities, tailoring solutions to their use cases and supporting effective platform positioning
Stay close to market trends, competitor developments, and broader wealth industry dynamics
use insights to inform client conversations and pipeline strategy
Maintain disciplined use of CRM system and provide visibility to internal leadership on pipeline status, risks and conversion expectations
Coordinate seamlessly across internal teams including sales, investment teams, product specialists, legal and compliance, ensuring aligned messaging and consistent execution across markets
Act as an APAC connector into global teams, bringing global product updates to regional clients and escalating client needs to global stakeholders to drive solutions and approvals
Demonstrate strong governance and control: ensure all regulatory, legal, and internal standards are met as part of client engagement and due diligence processes

What we offer

strong retirement plan
tuition reimbursement
comprehensive healthcare
support for working parents
Flexible Time Off (FTO)

Fulltime

!

Alternative Investment Product Specialist

iCapital Network

Location:
United States , New York

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 18, 2026

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