Product Trainer - Associate

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%.