Product Specialist Solutions - Associate
About the Role
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. This role requires a proactive, client centric mindset, with a focus on platform enablement, regulatory awareness, and long-term relationship growth in a dynamic, highly regulated environment.
Responsibilities
- Day-to-day management of existing asset manager client relationships.
- Guide clients through the onboarding lifecycle, ensuring a seamless transition from initial engagement through full solution adoption, while maintaining ongoing touchpoints to review new features, provide visibility into additional iCapital solutions and drive continued client engagement.
- Provide ongoing training to existing clients, including refresher sessions that reinforce effective platform usage, and deliver plat
