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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 Responsibility:
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.
Requirements:
3-5 years of previous work experience in Wealth Management, Financial Markets, Technology or related industries
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.
Nice to have:
wire house experience is a plus
Experience in sales, marketing, or outbound advisor engagement is a plus
Event planning experience and a commitment to continuous learning are advantageous.