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Product Specialist Solutions - Associate at iCapital - ApplyBlast

Product Specialist Solutions - Associate

iCapital

4 months ago

4.1 on Glassdoor

United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Product Specialist at iCapital manages relationships with asset managers and financial institutions, guiding them through onboarding and platform adoption. This role focuses on delivering education, portfolio construction, and compliance solutions while driving retention and upsell initiatives. The specialist acts as a trusted client partner, requiring a proactive mindset to support regulatory awareness and long-term growth.

Responsibilities

Manage and strengthen relationships with asset manager clients
Guide clients through the onboarding lifecycle and solution adoption
Provide ongoing training and platform demonstrations to existing accounts
Support account renewals and drive expansion through administrative workflows
Maintain Salesforce data to support team performance tracking

Skills

Qualifications

2-5 years client-facing experienceBachelor's degree preferred

About iCapital

icapital.com

Headquarters

New York, New York, United States

Company Size

1001-5000 employees

Founded

2013

View Profile

iCapital is a financial technology and distribution platform that powers access to alternative investments—private equity, hedge funds, structured products and annuities—for financial advisors, wealth managers and asset managers. The company combines a marketplace, technology infrastructure and operational services to help advisors incorporate alternatives at scale and help asset managers open new channels of distribution. iCapital also provides due diligence, reporting and compliance support to streamline onboarding, transactions and ongoing portfolio administration.