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 platform demonstrations.

Support account renewals and upsell initiatives by managing administrative workflows that drive client retention and expansion. Negotiate renewals as needed for the solution.

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 such as a client success manager, account manager, customer success manager, business development or sales, preferably in a SaaS, Financial Services or fintech environment Exceptional verbal and written communication skills and able to clearly explain technical concepts to clients Excellent organizational skills with the ability to manage multiple accounts through various solutions, prioritize tasks, and work on several projects simultaneously in a fast-paced environment Experience with Salesforce

Benefits

The base salary range for this role is $70,000 to $85,000.

package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Compensation

package which includes salary, equity for all full-time employees, and an annual performance bonus.

Equal Employment Opportunity

and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.