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You will be updated with latest job alerts via email$ 155000 - 210000
1 Vacancy
About this role
Team Overview
BlackRock SMA Solutions helps clients customize portfolios for unique tax valuesalignment or investment exposures across direct indexing fixed income active equity and multiasset. We deliver worldclass service to all of our clients from wealth advisors to family offices to endowments and foundations.
About the role
We are looking for a Client Relationship Manager to help establish and deepen longterm relationships primarily with wealth advisors from Broker Dealer and Private Bank platforms. Ideal candidates must have substantial business development experience in the investment management industry. He/she will be responsible for implementing opportunities with wealth advisors fitting the right type of profile particularly in the HNW segment of the market. A strong team player is critical as he/she will work creatively and collaboratively with colleagues across a number of departments such as Portfolio Management Research Operations and position requires strong verbal and written communication skills as well as strong analytical skills given Aperios quantitative approach to investment management. Key attributes also include a high degree of integrity professionalism and an intense desire to deliver the superior client service that Aperio is known for in the industry.
We work hard and move quickly as a wellcoordinated collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun industrydisruptive fastpaced environment SMA Solutions is the place for you.
Key Responsibilities
In close partnership with BlackRocks market leaders cultivate and close new business relationship opportunities with wealth advisors across wirehouses RIAs banks and independent channels in the HNW segment. Develops custom index solutions for clients and work closely with Family Office and Institutional clients partnering with portfolio management investment strategy valuesaligned and client experience teams. A key measure of success is the ability to grow retain and deepen these relationships
Maintain and expand existing client relationships. Collaborating with Aperio and BlackRock colleagues and working effectively within a team environment is essential.
Articulate Aperios custom solution set and communicate the firms unique value proposition as a solution provider not simply a product provider. A key differentiator of Aperio is partnering with clients to create custom portfolio solutions that meet their needs.
Must be able to deliver expertlevel presentations to clients and prospects either alone or with an Aperio or BlackRock colleague.
Contribute to the development and support of presentations and other content for the entire firm to use.
Represent the firm at industry conferences and events.
Medium amount of travel is expected. Location is flexible although must be in a major metropolitan city.
Qualifications
Superior teambuilding skills and proven ability to leverage resources of the firm to the benefit of the client.
Strong business development experience (fiveplus years) in the investment management industry particularly the HNW market.
Excellent sales networking negotiation communication and presentation skills. Must have a demonstrated track record of building a client base of key seniorlevel decision makers.
Strong understanding of investment concepts of the equity markets. Knowledge of tax and estate planning techniques for HNW investors a plus.
MBA and/or CFA preferred.
Degree in Finance or Economics preferred.
Familiarity with Salesforce CRM a plus.
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
BlackRocks 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 wellbeing. Our clients and the people they serve are saving for retirement paying for their childrens 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. Its why were 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: 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 theEEOCs Know Your Rights poster and its supplementand thepay 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 . All requests are treated in line with our.
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.Required Experience:
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