Director, Americas OCIO Client Business Sales & Relationship Management

About this role

About BlackRock:

BlackRock 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. BlackRock 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 iShares® ETFs.

Business Unit Overview:

The Americas Institutional Businesses (AIB) is responsible for developing and maintaining relationships across the full range of institutional investors in the US, Canada, and Latin America, including pension plans, foundations, endowments, family offices, hospitals and healthcare systems, and other institutional investors, partnering to meet their financial goals and serve their beneficiaries and communities. 

The AIB team comprises multiple sub-specialties across relationship management, marketing, sales, client service, and product development and management. The team coordinates the Firm’s broad resources and depth of expertise to provide solutions to clients across asset management, risk management and advisory services supporting our clients’ investment objectives. 

AIB’s Outsourced Chief Investment Officer (OCIO) Client Business Practice is responsible for developing relationships with clients seeking custom multi-asset solutions to solve some of their most fundamental investment and organizational challenges. These solutions draw from the full depth of BlackRock’s capabilities, from governance and investment policy insights, to strategic and tactical asset allocation, portfolio construction across index, factor, and active strategies, market-leading manager research and co-investing, to transparent reporting, knowledge sharing, and extension-of-staff services for clients’ range of constituents including internal staff, investment committees, and broader stakeholders.

Summary:

The successful candidate will be responsible for leading client engagements and sales/prospecting coverage, including developing and executing strategic partnerships and OCIO relationships with clients focused on our whole portfolio and outsourced investment capabilities. They will be responsible for building and owning the full lifecycle of OCIO client relationships, including prospecting, developing strong client relationships through the delivery of strategic advisory services, marketing and thought leadership, to the leadership of RFP responses, presentations, and onboarding and ongoing client oversight.

Key Responsibilities:

• New business identification: Enhance existing prospecting strategy, develop deep, trusted relationships with clients seeking to understand their objectives, constraints, and governance requirements. Collaborate with colleagues to identify and target prospective OCIO clients.

• Business development: Deliver BlackRock’s capabilities including ownership of full sales process from opportunity identification through onboarding. Responsibility for and oversight of the business RFP process – working with the RFP team, investment team and relationship management colleagues. Develop superb messaging in later stages of new client development process.

• Onboarding and oversight: Partner with clients and investment teams to design and implement client-centric solutions that meet and exceed objectives, manage alignment across key client stakeholders and internal partner teams.

• Thought leadership and brand development: Assistance in converting key sales messages into creative marketing collateral. Feedback of success stories and learning points for future meetings.

Additional Focus Areas:

• Identification of improvements which could be made to the current OCIO offering.

• Working with senior stakeholders across the business