Description
iCapital is seeking a Product Specialist to join the Solutions team. This role is responsible for managing and strengthening relationships with asset managers and financial institutions while supporting both alternative investment education, portfolio construction and identity-based compliance solutions on the iCapital platform.
The Product Specialist serves as a trusted client partner throughout the relationship lifecycle, guiding onboarding, driving platform adoption, and maintaining ongoing engagement across education and compliance capabilities.
Responsibilities:
- Manage day-to-day relationships with existing asset manager clients.
- Guide clients through the onboarding lifecycle, ensuring a seamless transition and ongoing engagement.
- Provide ongoing training to existing clients, including refresher sessions and platform demonstrations.
- Support account renewals and upsell initiatives by managing administrative workflows.
- Develop a general understanding of regulatory considerations relevant to client workflows and how iCapital solutions support those requirements.
- Maintain Salesforce data and reporting to support team performance tracking and visibility.
- Work on special projects as requested.
Qualifications:
- 2-5 years in client-facing roles, preferably in a SaaS, Financial Services or fintech environment.
- Exceptional verbal and written communication skills.
- Excellent organisational skills with the ability to manage multiple accounts and prioritise tasks.
- Experience with Salesforce.
Benefits:
- Base salary range: $70,000 to $85,000.
- Comprehensive benefits package, including employer-matched retirement plan, subsidised healthcare, parental leave, and unlimited paid time off (PTO).
- Employees work in the office Monday-Thursday, with flexibility to work remotely on Friday.