Client Contracts Associate

About this role

About BlackRock SMA Solutions

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.

About This Role

We are looking for a highly organized and collaborative Client Contract Associate to support our growing Client Operations and Client Experience Management teams based in Princeton, Atlanta, San Francisco, and Sausalito.

As a Client Contract Associate, you will be the primary person within the Client Operations/Client Experience Management team who is responsible for supporting our contract management process for onboarding new relationships across Aperio and BlackRock within USWA. You will work closely with Business Development and Legal teams and other team members to ensure that contracts balance commercial outcomes and compliance with fiduciary and regulatory obligations.

The ideal candidate will possess exceptional organizational and interpersonal skills and the ability to manage and prioritize multiple tasks simultaneously under tight deadlines. The Client Contract Associate has no direct reports.

Key Responsibilities:

• Draft, negotiate, and review standard client investment advisory agreements and amendments.

• Coordinate contract reviews and approvals with internal stakeholders across business functions as necessary (e.g., Business Development, Legal, Operations, Portfolio Management, Billing, etc.).

• Research and respond to client contract-related inquiries and resolve issues in a timely and professional manner, escalating to the Legal team as appropriate.

• Support maintenance and day-to-day administration of our contract life cycle management system and document repository (DocuSign CLM), including tracking of contract terms, amendments, and relationship-specific forms.

• Take a lead role in harmonizing our USWA contracting processes across Aperio and BlackRock to move to a single platform/process, coming up with a plan for supporting other Client Contract Associates so that we have continuous coverage and back up when one is out of the office.

• Document and maintain contract processes and participate in projects to enhance the client contracting experience, streamline and scale processes, reduce errors, and support the firm’s growth.

• Develop a contract playbook and approval framework in partnership with the Client Operations, Client Experience Management, and Legal teams.

• Assist with providing onboarding training related to contract topics for business and operational personnel.

• Perform other projects and tasks, as assigned.

Qualifications:

• Bachelor’s degree or equivalent required; paralegal certification or coursework a plus

• At least three years of experience as a contracts manager or administrator, paralegal, legal assistant, or equivalent in an in-house environment or law firm

• Some experience in the asset management industry, with knowledge of investment management and sub-advisory agreements preferred

• Comfort and experience working with contract life cycle management platforms (familiarity with DocuSign CLM is a big plus)

• Proficiency with Microsoft Office and Adobe Acrobat, and familiarity working in CRM systems such as Salesforce

• Ability to work independently and manage workload in a fast-paced environment with some guidance and oversight

• Demonstrated strong work ethic and a willingness to do what it takes to solve complex problems and/or resolve complex client requests

• Excellent attention to detail and a high degree of accuracy and consistency

• Exceptional interpersonal and communication (verbal and written) skills, including the ability to tailor your message for different audiences

• Considerable tact and discretion when dealing with client or sensitive data and maintaining strict confidentiality

• Possession of a growth mindset, always seeking areas for improvement

• High level of self-awareness and integrity; ability to take and give constructive criticism with humility, introspection, and respect

• Willingness to embrace challenges that come with working in a high-growth environment

 

For California only the salary range for this position is $0 - $0. 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 b