VP, Client Relationship Manager

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.

We are looking for a Client Relationship Manager to help establish and deepen long-term relationships, primarily with wealth advisors from Broker Dealer and Private Bank platforms. Ideal candidates must have substantial business development experience in the investment management industry. He/she will be responsible for implementing opportunities with wealth advisors fitting the right type of profile, particularly in the HNW 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 Portfolio Management, Research, Operations, and Marketing. The position requires strong verbal and written communication skills, as well as strong analytical skills given Aperio’s quantitative approach to investment management. Key attributes also include a high degree of integrity, professionalism and an intense desire to deliver the superior client service that Aperio is known for in the industry.

We work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, SMA Solutions is the place for you.

Key Responsibilities

·         In close partnership with BlackRock’s market leaders, cultivate and close on new business relationship opportunities with wealth advisors, primarily from broker-dealer and private bank platforms in the HNW segment of the market. A key measure of success will be the individual’s ability to grow, retain, and deepen these relationships.

·         Maintain and expand existing client relationships. Collaborating with Aperio and BlackRock colleagues and working effectively within a team environment is essential.

·         Articulate Aperio’s custom solution set and communicate the firm’s unique value proposition as a solution provider, not simply a product provider. A key differentiator of Aperio 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 an Aperio or BlackRock colleague.

·         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.

Qualifications

·         Superior team-building skills and proven ability to leverage resources of the firm to the benefit of the client.

·         Strong business development experience (five-plus years) in the investment management industry, particularly the HNW market.

·         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 markets. Knowledge of tax and estate planning techniques for HNW investors a plus.

·         MBA and/or CFA preferred.

·         Degree in Finance or Economics preferred.

·         Familiarity with Salesforce CRM a plus.

 

For California only the salary range for this position is $137,500 - $194,000. Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, 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

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