Knack Group is partnering with a leading alternatives fintech platform to identify a Senior Vice President, Head of Managed Accounts and Model Portfolio Delivery. This role will focus on developing and implementing strategies for model portfolios and separately managed accounts (SMA), enhancing operational frameworks to incorporate alternative investments across various wealth management channels.
About the role
This senior leadership position demands extensive knowledge in portfolio implementation, product development, and regulatory compliance while fostering collaboration between internal teams and external clients to create scalable portfolio solutions that drive revenue.
Responsibilities
Develop and implement the strategy for Managed Accounts and Model Portfolio Delivery, in alignment with the overall product roadmap.
Position the firm as a leader in innovative portfolio construction methodologies, including public-private allocation frameworks.
Oversee the advancement of model portfolios, UMA programs, SMA offerings, and other managed account solutions, integrating alternative investments.
Formulate go-to-market strategies for model and SMA products across various distribution channels.
Collaborate with Sales and Relationship Management to boost product adoption and enhance revenue streams.
Forge strategic alliances with wealth platforms, asset managers, and technology providers.
Manage the design, development, and lifecycle of managed account offerings.
Work with Research, Technology, and Platform teams to create frameworks for making models and managed accounts accessible on third-party platforms.
Drive advancements in portfolio implementation, rebalancing, reporting, and analytics.
Coordinate with operations to establish necessary frameworks for managed account solutions.
Engage with stakeholders to ensure offerings align with the needs of various financial institutions.
Oversee the structuring of models and managed account solutions to ensure they meet regulatory standards and are scalable.
Collaborate with legal and compliance teams to ensure all products meet regulatory requirements.
Act as a senior representative, engaging with wealth managers, asset managers, and industry partners.
Maintain a strong understanding of financial advisors, client portfolios, and portfolio construction processes.
Collect market insights to continually enhance product offerings and positioning.
Qualifications
15+ years of experience in asset management, wealth management, or financial technology, particularly in model portfolios and SMAs.
Demonstrated success in developing and scaling investment advisory programs or managed account solutions.
In-depth knowledge of the Investment Company Act of 1940 and associated compliance requirements.
Significant experience with SMA program structuring and advisory platform implementation.
Proven experience managing alternative investment products and private market strategies.
Strong history of leading market initiatives and achieving revenue growth.
Comprehensive understanding of portfolio construction, asset allocation, and performance analytics.
Ability to operate effectively at a senior level across various teams including product, strategy, and sales.
Excellent communication skills and executive presence, capable of engaging both internal and external stakeholders.