Aladdin Client Engagement Preqin Vice President Team Lead
BlackRock offers tailored investment management and financial services.
Projects
About BlackRock
BlackRock offers investment management and financial services to a wide range of clients. It provides various funds, including mutual funds, ETFs, and closed-end funds. BlackRock also offers strategies for different asset classes and investor needs, such as fixed income, fundamental equities, and multi-asset solutions. It aims to help clients achieve financial well-being through tailored investment solutions.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead a regional Client Engagement team, oversee a portfolio of Preqin clients, set engagement and growth strategies, manage strategic relationships and renewals, identify upselling opportunities, prevent churn, coordinate adoption and service efforts, partner with Marketing and Business Development, and share client feedback with Product, Data, and Engineering.
Requirements
- 10+ years of sales experience in financial services, alternative investments, or B2B SaaS sales
- Experience leading and scaling a sales or account management region
- Experience designing and executing growth campaigns or strategic initiatives
- Experience managing, developing, and motivating team members
- Success hitting quotas and sales targets
- Negotiation skills for upselling and cross-selling
- Knowledge of financial market data, alternative assets, and financial services
- Excellent written and verbal communication skills
- Attention to detail and analytical and problem-solving skills
- Strong planning and organizational skills
- Knowledge of Outlook, Word, Excel, PowerPoint, and information technology
Responsibilities
- Lead a regional Client Engagement team
- Oversee a defined portfolio of clients
- Set regional engagement, retention, and growth strategies
- Coach, manage performance, and develop team members
- Own strategic Preqin relationships
- Establish governance with senior stakeholders and business leads
- Understand client objectives and Preqin applicability to investment workflows
- Set commercial and engagement strategies for client accounts
- Manage the renewal process
- Identify upselling opportunities and execute them with Business Development
- Preempt churn risk
- Coordinate adoption and service efforts
- Partner with Marketing on client engagement campaigns
- Share client feedback, themes, and trends with Product, Data, and Engineering
- Coordinate with Aladdin and BlackRock teams on joint clients and commercial opportunities
Benefits
- Annual discretionary bonus
- Healthcare
- Leave benefits
- Retirement benefits
- Retirement savings plan
- Tuition reimbursement
- Support for working parents
- Flexible Time Off
