Product Specialist Solutions - Associate

Greenwich, Connecticut, United StatesFull Time$85,000–$110,000 /yrPosted 2 months agoVisa sponsorship available

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Role summary

iCapital is seeking an Associate Relationship Manager for its Solutions team. This role focuses on managing and growing relationships with asset managers and financial institutions by providing support for alternative investments, portfolio construction, and compliance solutions on the iCapital platform. Responsibilities include guiding clients through onboarding and adoption, providing training, supporting renewals and upsells, and understanding relevant regulatory considerations. The ideal candidate has 2-5 years of client-facing experience in SaaS, Financial Services, or Fintech, with strong communication and organizational skills, and experience with Salesforce.

About the Role

iCapital is seeking a Relationship Manager 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 Relationship Manager 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. 

Develop a general understanding of the 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 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 $85,000 to $110,000. 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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @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.

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