About this role
Aladdin Wealth Tech’s mission is to transform the wealth management industry through technology and differentiate BlackRock as a strategic partner for our clients. As technology fundamentally reshapes the global wealth management industry, we partner with wealth managers to enhance their value proposition to their end clients, create rigor and scale in their investment process and grow their businesses during a period of rapid transformation in the industry.
The Customer Success role is part of the Relationship Management team of Aladdin Wealth Tech within the Aladdin Business. It is responsible for maximizing the value of the Aladdin product through engagement and education, as well as working closely with clients to be their trusted consultant, problem solver, and business partner. This is a client-facing role and you will be expected to build deep and highly effective partnerships with clients to understand and solve problems.
We are seeking someone to bridge wealth client relationship management with expertise in client industry, financial markets, and the Aladdin Wealth ecosystem to maximize our value proposition and client outcomes
Job Description
Serve as a client facing platform expert driving advisor engagement, adoption, and a high quality user experience
Support deployments from rollout through long-term usage, ensuring advisors and home office teams fully leverage platform capabilities
Lead largescale trainings, webinars, in-person sessions, and targeted 1:1 coaching
Represent Aladdin Wealth at client events and roadshows, engaging advisors and communicating platform value
Partner with BlackRock Sales Teams, Product, Engineering, UX, and Client Delivery to align client needs and inform roadmap priorities
Produce and analyze usage reporting to identify adoption trends and tailor outreach strategies
Support WalkMe digital adoption workflows to deliver scalable, in-app education and improve advisor efficiency
Qualifications
3-5 years of previous work experience in Wealth Management, Financial Markets, Technology or related industries is a must
Knowledge of BlackRock products beneficial
High EQ with strong relationship building skills and comfort interacting with both advisors and home office leaders
Excellent communication and presentation skills, with the ability to simplify complex concepts for advisors and senior stakeholders
Strong understanding of Financial Advisor workflows and the broader wealth management ecosystem; wire house experience is a plus
Highly organized with strong project management capability; able to coordinate cross functional initiatives and manage multiple priorities
Experience in sales, marketing, or outbound advisor engagement is a plus
Willingness to travel for training, field meetings, and client events
Event planning experience and a commitment to continuous learning are advantageous.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents 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 workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email [email protected]. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.BlackRock San Francisco, California, USA Office
400 Howard Street, San Francisco, California, United States, 94105
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