About this role

Team Overview

Black Rock 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 the role We are seeking Product Manager to lead the design and delivery of trading and portfolio management workflows for SMA Solutions business. This role will partner closely with portfolio managers, traders, engineering, and operations to define user journeys, streamline trade lifecycle processes, and ensure scalable execution across asset classes.

Responsibilities:

• Gain understanding of current state end-to-end PM and trading workflows for SMA Solutions business that spans across multiple asset class/geographic locations/client segments.
• Partner closely with Portfolio Managers and Traders to understand the challenges in current workflow including compliance, order generation, order management and trade execution processes
• Visualize ideal state exception-based workflow to operate at scale using optimization as the central order generation tool
• Define requirements for engineering teams to execute on the vision set by SMA business
• Implement STP of Client directed trading activities to increase operational efficiency

Skills

• Hands-on experience in designing exception portfolio management process.
• Deep understanding of order and trade life cycle for retail SMA portfolios
• Familiarity with most used asset classes in wealth management
• Ability to think outside box for solving complex multi-dimensional problems
• Highly analytical and detail oriented with exceptional problem-solving skills
• Creative thinker who challenges status quo and pursues excellence

Qualifications:

• 5–7 years of product management experience, preferably in financial services or wealth tech.
• Proven track record in defining and implementing solutions that surpassed expectations
• Bachelor’s degree required; advanced degree or certification in product management is a plus.
• Familiarity with Aladdin, Charles River & Perform is big plus

For SF4-San Francisco - 400 Howard Street and SAU - 3 Harbor Dr, Suite 204, Sausalito, CA Only the salary range for this position is USD**$162,500.00** - USD**$215,000.00** . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. Black Rock 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

Black Rock’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 Black Rock.

About Black Rock

At Black Rock, 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 Black Rock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

Black Rock 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 the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

Black Rock 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 Disability.

Assistance@blackrock.com. All requests are treated in line with our privacy policy.

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 person’s 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 statuses.

Black Rock 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.