Insight Onboarding Manager, Vice President

orking cross-functionally and building strong relationships with stakeholders at multiple levels. You will manage onboarding timelines, coordinate data collection and system setup, and ensure successful client adoption of Insight solutions.

About the role

Client Onboarding & Project Management

• Own and manage end-to-end onboarding lifecycle for assigned clients

• Develop and maintain detailed onboarding project plans, ensuring key milestones are met

• Lead client kick-off meetings and define onboarding scope (e.g., fund onboarding lists)

• Coordinate onboarding activities across internal teams and stakeholders

Client Relationship Management

• Build and maintain strong client relationships across different levels of the organization

• Act as a primary point of contact during onboarding

• Provide regular status updates and ensure transparent communication

Data & Product Implementation

• Oversee client data acquisition, ensuring accuracy and completeness

• Monitor and troubleshoot initial data collection cycles

• Manage cash flow (CF) and NAV uploads, including reconciliation

• Support integration of Insight with eFront and Aladdin products, where applicable

Client Enablement & Training

• Deliver product demonstrations and onboarding training sessions

• Educate clients on system functionality and newly introduced features

• Drive client adoption and engagement with Insight solutions

Collaboration & Continuous Improvement

• Collect and analyze client feedback to improve service and product offering

• Partner with Product and Engineering teams to suggest enhancements, test new features, and resolve issues

• Identify risks or blockers and escalate as needed to ensure client satisfaction

Reporting & Governance

• Provide regular internal reporting and onboarding status updates

• Ensure timely resolution of issues impacting service delivery

About you

• Experience in a financial technology firm (implementation, onboarding, or client relationship management) or experience in an investment firm focused on data management

• Exposure to the alternatives industry is a strong advantage

• Bachelor's degree (or equivalent) in Finance, Economics, Technology, or a related field

• Strong project management and organizational skills

• Ability to work independently in a fast-paced, dynamic environment

• Proven ability to manage multiple priorities and adapt quickly

• Excellent communication and presentation skills

• Proactive, energetic, and solution-oriented mindset

• Advanced MS Office skills, particularly Excel

What You Bring

• A client-first mindset with a focus on delivering high-quality outcomes

• Strong ownership and accountability for onboarding success

• Ability to navigate complexity and drive results across cross-functional teams

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: https://www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.