Insight Onboarding Manager, Vice President
BlackrockAbout this role
The Insight Client Success team is dedicated to delivering a best-in-class client experience by deeply understanding client needs and continuously evolving the Insight product and service offering.
The team is part of Private Data Services within Aladdin Data, supporting clients across the Aladdin ecosystem. The broader Aladdin Business includes over 1,200 professionals focused on implementation, client support, sales, marketing, and client engagement.
The Onboarding Team plays a critical role in successfully onboarding clients onto Insight’s data collection services, ensuring a seamless and high-quality experience from day one.
Role Overview
We are seeking an experienced Onboarding Manager with a background in alternatives to support onboarding of Limited Partner (LP) clients.
In this role, you will lead end-to-end onboarding projects, working 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: 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.