I

iCapital Network

Connects wealth managers to alternative investments

Associate Product Trainer

Customer Education & TrainingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 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.
  • Experience delivering onsite and web-based training in instructor-led and virtual instructor-led environments to individuals and groups with varying computer skills and educational levels.
  • Experience with virtual training and collaboration tools and learning management system administration and maintenance.
  • Ability to quickly understand requirements, identify issues during software training, and develop timely solutions through education and training materials.
  • Ability to work independently or collaboratively within a team.
  • Ability to teach targeted skills and support participant success.
  • Willingness and ability to travel for business purposes up to 10%.

Responsibilities

  • Coordinate and deliver structured 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, and maintain training content within the learning management system.
  • 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 Sales and Product Management 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, and identify opportunities to improve training programs and workforce processes.
  • Establish evaluation methods and key performance indicators to measure training effectiveness, product utilization, and end-user satisfaction after 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.

About the Company

iCapital Network

Connects wealth managers to alternative investments

iCapital Network, branded as iCapital, develops technology and services for wealth managers, asset managers, institutional investors and family offices. Its marketplace connects advisors with alternative investments, structured products and annuities, while enterprise platforms manage subscriptions, investor onboarding, documents and investment reporting. The company also structures and services access funds and supplies data management and compliance workflows for financial firms. It earns management, servicing and investor-placement fees through its investment arrangements, with compensation varying by product and agreement. Founded in 2013, iCapital is headquartered in New York City, New York.

Company size
1,001-5,000
Company stage
Late Stage VC
Total funding
$1.5B
Headquarters
New York City, New York
Founded
2013

Recently Posted Jobs

Explore more opportunities at iCapital Network

See more jobs