Managing Director - Preqin Global Head of Digital Client Experience

Posted 2 Days Ago
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2 Locations
In-Office
Senior level
Fintech • Information Technology • Financial Services
Bringing together tech and market expertise to help people build better financial futures.
The Role

About this role

Global Head of Digital Client Experience, Managing Director 

Location: LDN or NY 

 

About the Role 

 

We’re looking for a proven Client Success leader to build, scale and optimize a high-performing team. A strategic operator who thrives in fast-paced, high-volume environments. This person needs to be a transformation expert with a start-up mindset to build a strategy delivering client success excellence to thousands of clients across the globe while enabling our future growth to be delivered at scale. The leader will have experience in building global teams, expert knowledge on leveraging technology, automation, AI and data-driven insights to drive client adoption, retention, and expansion. As a senior leader, you will drive alignment across executive stakeholders, represent the voice of the client at the leadership table, and ensure client success is a growth engine for the business. You will balance strategic vision with operational excellence, leading through influence and building a culture of client-centricity across Preqin to build and scale a multi-tier Digital Client Success organization, blending digital/tech-touch programs while fostering a culture of accountability, innovation and continuous improvement. 

 

Your role and impact 

 

As the  Global Head of Digital Client Experience, you will design and execute a client success strategy that balances personalization with automation, ensuring our clients achieve measurable value at scale. You will partner with client services, product, marketing, and sales teams to deliver outcomes that deepen client relationships and drive long-term growth. 

 

Responsibilities include: 

  • Strategy & Vision: Define, design and lead the client success strategy for a high-volume, tech-led model, balancing human touch with automation. 

  • Team Building & Leadership: Recruit, develop, and scale a global high-performing Client Success team, with clear career paths and structured training. 

  • Operational Excellence: Establish scalable processes across onboarding, adoption, renewal, and expansion. Implement strategies to redesign the client journey, balancing human touch with automation across thousands of accounts. 

  • Technology Enablement: Implement and be a champion of digital client experience technology platforms, automation, and AI to deliver proactive, predictive, and personalized client experiences at scale. 

  • Customer Experience: Ensure clients achieve measurable outcomes and a seamless experience, regardless of their size or complexity. 

  • Metrics & Insights: Establish and track success KPIs (retention, NRR, adoption, CSAT, etc.), using data to inform strategy and continuous improvement. 

  • Cross-Functional Collaboration: Partner with Product, Sales, and Marketing to align client feedback with product roadmap and growth initiatives. 

  • Thought Leadership: Serve as a client advocate and industry voice, shaping how we define and deliver success at scale. 

  • Growth & Advocacy: Partner with Sales to drive expansion, upsell, and advocacy within the client base. Build programs that turn clients into champions, case studies, and references. Ensure measurable outcomes and business value are delivered consistently. 

 

Experience and Qualifications: 

  • 15+ years of progressive leadership experience in Client Success, Customer Experience, or Customer Operations in SaaS, technology-enabled services, or high-volume customer environments. 

  • Proven experience building and scaling Client Success organizations serving thousands of customers/accounts globally. 

  • Strong background in tech-enabled customer engagement (automation, AI, digital success motions, CRM/CS platforms). 

  • Demonstrated success driving retention, NRR, and customer advocacy as part of executive leadership. 

  • Exceptional leadership skills, with experience building and motivating diverse, distributed teams and influencing cross-functional stakeholders at the executive level. 

  • Exceptional communication, executive presence, and change leadership skills. 

  • Experience operating in fast-paced, high-growth, and rapidly evolving businesses. 

 

 

 

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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.

Top Skills

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The Company
HQ: New York, NY
25,000 Employees
Year Founded: 1988

What We Do

As the world’s largest asset manager, BlackRock partners with investors around the globe to help them (and those on whose behalf they invest) plan for life’s most important goals – like retirement, home ownership and their children’s education. Our clients range from governments, foundations and other large institutions to those investing on behalf of individuals, including firefighters, nurses, teachers and factory workers.

BlackRock was founded with the idea of creating a better asset management firm — one that was purpose-driven, focused on clients and risk management, and propelled by data and technology. Our breakthrough Aladdin® platform is BlackRock’s technological backbone, helping investors see and manage their whole portfolios in one place – from constructing investments to monitoring risk and executing trades. Used by hundreds of external institutions around the world, Aladdin combines powerful analytics and a common language to help investment teams make faster, more informed decisions across public and private markets. It’s a key part of our business and one of the reasons we’re trusted to manage more assets than any other investment manager today.

At BlackRock, we challenge conventions and raise the bar for what’s possible. We harness technology to unlock new solutions, simplify complexity, and deliver investment strategies that meet people where they are. Whether it’s retirement planning, wealth building or navigating market shifts, we’re here to help clients invest more easily, more affordably and with more choice as we chart a path toward financial well-being together.

Learn more: Careers.BlackRock.com

Why Work With Us

Without our people, technology is irrelevant. When we combine the power of people with the power of technology, we amplify our ability to create better outcomes for our employees, clients, shareholders and society alike.

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BlackRock Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

BlackRock has 25,000 employees across more than 100 offices in over 40 countries around the world.

Typical time on-site: 4 days a week
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