Insight Onboarding Manager, Vice President

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