- In close partnership with BlackRock's Relationship Managers and team leads, cultivate new business relationship opportunities with SFOs, MFOs and E&Fs primarily focused on highly customized mandates that require a complex solution. These solutions may include values-alignment, custom factor portfolios, completion portfolios, hyper-customized equity exposure, as well as uses in a portfolio for both the taxable and municipal bond market.
- Manage large, strategic partnerships with SMA Solutions across institutional mandates. A key measure of success will be the individual's ability to grow, retain, and deepen these relationships as well.
- Maintain and expand existing client relationships. Collaborating with SMA Solutions and BlackRock colleagues and working effectively within a team environment is essential.
- Articulate SMA custom solution set and communicate the firm's unique value proposition as a solution provider, not simply a product provider. A key differentiator of Blackrock's SMA Solutions is partnering with clients to create custom portfolio solutions that meet their needs.
- Must be able to deliver expert-level presentations to clients and prospects, either alone or with BlackRock colleagues.
- 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.
- Superior team-building skills and proven ability to leverage resources of the firm to the benefit of the client.
- Strong business development experience (10-plus years) in the investment management industry, particularly the UHNW or Institutional space.
- Excellent sales, networking, negotiation, communication, and presentation skills. Must have a demonstrated track record of building a client base of key, senior-level, decision makers.
- Strong understanding of investment concepts of the equity and fixed income markets. Knowledge of tax and estate planning techniques for UHNW investors a plus. Strong understanding of factors and custom equity index exposure as well as taxable and municipal bond portfolios is also a plus.
- MBA and/or CFA preferred.
- Degree in Finance or Economics preferred.
- Familiarity with Salesforce CRM a plus.
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Director, Senior Client Relationship Manager - Sausalito, United States - BlackRock, Inc.
Description
About this roleTeam 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.
About this Role:
We are looking for a Senior Client Relationship Manager to help establish and deepen long-term relationships, primarily with our institutional clients from Single Family Offices (SFOs), Multi-Family Offices (MFOs), Endowments & Foundations (E&F) and Consultants.
He/she will be responsible for implementing strategic opportunities with institutional clients fitting the right type of profile, particularly in the UHNW and E&F 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 Americas Institutional Business, Portfolio Management, Research, Operations, and Marketing.
The position requires strong verbal and written communication skills, as well as strong analytical and investment skills given SMA Solution's Multi-Asset offerings across both Aperio Direct Indexing and Fixed Income Active.
It also requires a deep understanding of institutional clients, and is helpful (but not required) to have experience with Separately Managed Accounts (SMAs).
Key attributes also include a high degree of integrity, professionalism and an intense desire to deliver the superior client service that SMA Solutions is known for in the industry.
Interested candidates must provide a cover letterKey Responsibilities
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.
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 BlackRockAt 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:BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer.
We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
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.
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.
