Director, Technology Product Management
San Francisco, CA - USA
Job Summary
About this role
Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax values-alignment or investment exposures across direct indexing fixed income active equity and multi-asset. We deliver world-class service to all of our clients from wealth advisors to family offices to endowments and foundations.
About this role
With over $230B in client assets across direct index and active investment strategies SMA Solutions is a rapidly growing business within Blackrocks US Wealth Advisory group (10% org growth rate). Our personalized portfolios utilize individual securities BlackRock Mutual Funds and iShares ETFs to customize diversify and tailor investment solutions to high net worth/ultra-high net worth mass affluent and institutional clients.
We are seeking a highly experienced senior leader with deep expertise in the Wealth Management space (ideally with Separately Managed Account (SMA) vehicles) to lead the organization towards the next generation of BlackRocks SMA platform. The role requires deep knowledge of technology with a broad knowledge of investment management and SMA products and business processes. This role will partner closely with product engineering operations and compliance teams to define business architecture connect workflows to technical epics and ensure scalable execution across investment trading and servicing domains. The role combines:
- Platform strategy and architecture
- Cross-functional program leadership
- Operating model design and process transformation
The successful candidate will play a critical role in modernizing and scaling SMA capabilities across portfolio management trading and operations.
Responsibilities:
- Platform & Architecture Leadership:
Define and evolve the end-to-end SMA platforms business architecture across portfolio management trading compliance and operations workflows.
Identify integration points across the SMA platform and dependent systems (e.g. accounting UMA data platforms).
Ensure platform design supports scale resiliency and operational efficiency.
- Strategy-to-Execution Translation
Translate SMA business strategy into clear product roadmaps architectural blueprints and delivery plans.
Break down initiatives into epics features and measurable outcomes.
Balance tradeoffs across business value risk and delivery constraints.
- Cross-Functional Leadership
Lead alignment across product engineering operations data and risk teams.
Drive program-level execution including planning prioritization and dependency management.
Partner with stakeholders to manage scope sequencing and delivery commitments.
Support development and implementation of new investment products together with Business Development Product Quantitative Research and Platform Integrations teams.
- Operating Model and Process Transformation
Design and implement scalable workflows across the investment lifecycle.
Define ownership boundaries across product engineering and operations.
Introduce standards playbooks and governance for execution at scale.
-Change Management and Adoption
Drive adoption of new platform capabilities across portfolio managers traders and operations teams.
Ensure readiness across process tooling and controls.
Establish feedback loops to continuously improve platform usability and outcomes.
- Continuous Improvement and Innovation
Identify opportunities to improve automation data quality and workflow efficiency.
Leverage emerging technologies to enhance scale and productivity.
Qualifications:
10-15 years in investment management leading cross functional programs at scale (product engineering) with direct experience in SMA technology and portfolio lifecycle (portfolio construction trading compliance post trade workflows).
Strong knowledge of an existing SMA investment platform.
Demonstrated ability to deliver large-scale cross-functional initiatives.
Ability to translate business vision into architecture strategy roadmaps and structured objectives.
Strong commercial intuitionable to prioritize based on business value risk scale and industry/regulatory trends.
Mastery of agile approach to SDLC (PI planning metrics driven delivery release planning scaled frameworks)
Executive presence with excellent communication negotiation and stakeholder management skills; comfortable influencing at all levels (from technical teams to commercial groups to senior executives)
Success in building and delivering complex platform products in a matrixed organization
Experience leveraging AI tools to improve SDLC delivery and to enhance product capabilities
Bachelors degree required; advanced degree (MBA CFA etc.) a plus
For San Francisco CA Only the salary range for this position is USD$215000.00 - USD$275000.00 . Additionally employees are eligible for an annual discretionary bonus and benefits including healthcare leave benefits and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role location and firm department and individual performance. For Princeton NJ Only the salary range for this position is USD$195000.00 - USD$245000.00 . Additionally employees are eligible for an annual discretionary bonus and benefits including healthcare leave benefits and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role location and firm department and individual performance.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.
Guidance on AI use for candidates
At BlackRock AI has long been part of how we work enhancing decision-making improving operations and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn prepare and work more effectively; but during our interview process we want to focus on getting to know you through your own experiences thinking and judgment. To support you weve provided guidanceon when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
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 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.
To learn more about BlackRock please visit . We also encourage you to get to know us on LinkedIn Instagram YouTube X and TikTok.
BlackRock 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.
We recruit hire train promote pay and administer all personnel actions without regard to race color religion sex (including pregnancy childbirth and medical conditions related to pregnancy childbirth or breastfeeding) sex stereotyping (including assumptions about a persons appearance or behavior gender roles gender expression or gender identity) gender gender identity gender expression national origin age mental or physical disability ancestry medical condition marital status military or veteran status citizenship status sexual orientation genetic information or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these 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:
Director
About Company
BlackRock is one of the world’s preeminent asset management firms and a premier provider of investment management. Find out more information here.