About this role

Black Rock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. Black Rock offers a range of solutions —from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading i Shares® ETFs.

Location: Princeton, Boston, Atlanta or San Francisco

Business Description:

Black Rock’s US Wealth Advisory business manages the firm’s relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, i Shares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships, USWAs mandate is to deliver One Black Rock to retail advisor practices.

Role Description:

Black Rock Portfolio Design Specialist is an Associate/VP eligible role in US Wealth Advisory. The team is responsible for accelerating sales growth and deepening relationships with financial advisors. The scope of their role will include 4 core elements:

• Model Customization: help advisors develop a process for customizing Black Rock’s in-house model portfolios.

• Consult with top advisory teams on improving their portfolio construction process, helping them create new models, improve existing models and implement their best investment ideas. Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with clients.

• Relationship Building: partner with Black Rock’s Market Leaders to deepen relationships with the largest and fastest growing financial advisors.

• Tradecraft: Utilize Black Rock’s world-class risk analytics platform, Aladdin, while providing capital market and portfolio level insights and concepts to financial advisors in an easy to understand way.

Primary Responsibilities:

• Deliver subject matter expertise on Black Rock Model Portfolios

• Implement customized portfolio solutions in conjunction with the advisor’s investment goals

• Deliver fiduciary and investment insights through portfolio construction conversations

• Embrace data-driven segmentation and the Black Rock Engagement Model to drive deeper relationships

• Profile our clients in order to learn more about their objectives and deploy the appropriate resources

• Partner with Black Rock’s Market Leader, Product Strategists, and external partners to deliver the full breadth and benefits of Black Rock’s investment solutions

• Embrace technology to deliver an exceptional client experience

Qualifications:

• BA/BS required. Advanced degree, CFA, or CAIA designations are a plus, but are not required.

• A minimum of 3+ years investment or asset management experience.

• Sales experience within asset management, wealth management, or the financial industry more broadly is a must.

• Passion for markets, investing, and portfolio construction with a commercial mindset.

• Strong communication skills with the ability to connect and build relationships with internal partners and external clients.

• High level of self-motivation; ability to work independently with modest supervision.

• Strong organizational skills; ability to multi-task, prioritize and collaborate vertically/horizontally in a fast-paced environment.

• NASD Series 7 and 66 (or 63 & 65) required

For San Francisco, CA Only the salary range for this position is USD**$100,000.00** - USD**$110,000.00** . 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.

For Princeton, NJ, Boston, MA and Atlanta, GA Only the salary range for this position is USD**$100,000.00** - USD**$110,000.00** . 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.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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.

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.