RiseMe
iCapital logo
iCapital Verified
FinTech, Financial Services, Wealth Management

Product Trainer - Associate

RemoteRemoteFull Time$75,000–$90,000 /yrPosted 16 days agoVisa sponsorship available

Is this role right for you?

Upload your resume and get a skill-by-skill breakdown — see exactly where you match, where you're close, and what to highlight. Not a mystery percentage.

Get a tailored resume highlighting what this role needs.

Required skills

  • corporate adult training
  • instructional design
  • technical training
  • adult learning theories
  • training
  • public-speaking
  • onsite and web-based training
  • ILT
  • vILT
  • virtual training

Nice to have

  • annuities
  • life insurance
  • Salesforce

Role summary

iCapital seeks an Associate Product Trainer to enhance product adoption and utilization through comprehensive education for customers, partners, and employees. This role involves collaborating with Sales, Product Management, and technical experts to deliver training that highlights how software features address business needs. Responsibilities include coordinating and delivering instructor-led training (onsite and virtual), developing and maintaining training modules and content within an LMS, and translating complex technical concepts into understandable terms. The role also involves assessing participant progress, measuring training effectiveness via KPIs, and supporting sales and marketing initiatives, with up to 10% travel required.

About the Role

iCapital is looking to hire an Associate Product Trainer to support product adoption and utilization through comprehensive education for customers, partners, and employees. This role collaborates with Sales Leadership, Product Management, Product Marketing, and technical subject matter experts to ensure training effectively demonstrates how software features and functionality address business needs. The team's goals are to drive product utilization by educating the audience on iCapital’s software features and functionality, with an emphasis on how products can solve business needs.

Responsibilities

  • Coordinate and deliver structured, high-quality instructor-led onsite and virtual training sessions for customers, partners, and employees.
  • Develop, update, and maintain job and product-specific training modules, programs, courses, certification materials, and curricula aligned with audience needs, business priorities, product lines, and current management strategies.
  • Design, develop, and record product education content, including video and technical training materials, while maintaining training content within the Learning Management System (LMS).
  • Communicate product functionality and translate complex technical concepts into clear, understandable terms, adapting technical information and training materials to support sales efforts and varying end-user needs.
  • Partner with the Sales and Product Management teams to identify ongoing training needs, coordinate training schedules, and develop and deliver regularly scheduled training sessions.
  • Monitor and document participant progress, skill levels, and competencies through observation and assessments while identifying opportunities to improve training programs and workforce processes.
  • Establish evaluation methods and defined Key Performance Indicators (KPIs) to measure training effectiveness, product utilization, and end-user satisfaction following education and training.
  • Serve as a central point of contact for training needs and identify opportunities to enhance training programs and processes.
  • Support sales and marketing initiatives through travel, with the possibility of traveling up to 10% of the time.

    • Qualifications

  • 3+ years of corporate adult training experience, including proprietary software application training, instructional design for software applications, technical training, and adult learning theories and practices
  • Experience working in the annuities or life insurance industry
  • Strong verbal and written communication, training, presentation, and professional public-speaking skills, with experience delivering onsite and web-based training in ILT and vILT environments to individuals and groups with varying computer skills and educational levels
  • Strong computer and software skills, including experience with virtual training and collaboration tools and LMS administration and maintenance
  • Strong analytical and problem-solving skills, with the ability to quickly understand requirements, identify issues during software training, and develop timely solutions through education and training materials
  • Strong work ethic and commitment to quality, with a disciplined, organized, and methodical approach to projects and tasks and strong attention to detail
  • Able to work independently or collaboratively within a team environment
  • Able to teach targeted skills and a strong commitment and drive to support participant success
  • Willingness and ability to travel for business purposes up to 10%.

    • Benefits

    The base salary range for this role is $75,000 to $90,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits 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. This position can be based in either the greater Des Moines, IA, area or the greater Salt Lake City, UT, area.

    For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

    iCapital is proud to be an 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.

    Ready to apply?
    You'll be redirected to iCapital's application page.

    Similar roles

    See how RiseMe works

    Match, tailor, and prep so you send fewer applications and land more interviews.