Director, US Wealth Advisory Senior Portfolio Consultant

About this role

The Senior Portfolio Consultant is a Director level role within BlackRock’s Portfolio Design Team in the US Wealth Advisory (USWA) business. The Portfolio Design Team provides detailed portfolio construction guidance to the key investment decision makers at the largest and fastest growing financial advisory firms. The individual will be expected to lead portfolio consulting for Enterprise RIAs and home offices.

As a Senior Portfolio Consultant, you will be expected to:

• Build recurring, research-based consulting relationships with Enterprise RIAs and Home Offices, helping them create new models, improve existing models, and implement their best investment ideas at scale.
• Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with key investment decision makers.
• Partner with BlackRock’s Multi-Asset Strategies and Solutions (MASS) team to deploy custom model solutions.
• Create strong relationships with internal sales and distribution partners. Must approach the role as a business owner and be accountable for maintaining a full calendar of events and meetings.
• Develop the tradecraft and toolkit of the Portfolio Design Team. As a senior member of the team, expectation to create scaled impact beyond direct client relationships.
• Support USWA initiatives to create a portfolio construction-centric selling culture by partnering with BlackRock’s investment teams to develop thought leadership and commercial narratives.
• Manage 1-2 Portfolio Design Analysts.

Qualification / Skills

• BA/BS required.  Advanced Degree / CFA is strongly preferred.
• A minimum of 10 years investment or asset management experience; additional experience preferred.
• Strong analytical skills are a must. Background in statistics, econometrics, or other technical discipline desired.
• Experience managing multi-asset portfolios and building investment platforms for US wealth clients.
• Strong communication skills, both verbal and written.  Must be credible as an investment professional and able to distill complex portfolio theory down to actionable insights.
• Interest and aptitude for continued learning. Stay on the forefront of practical application of portfolio theory and product development.
• Series 7 & Series 66 required


For New York, NY Only the salary range for this position is USD$194,000.00 - USD$270,000.00 . 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.

For Princeton, NJ and Boston, MA Only the salary range for this position is USD$184,000.00 - USD$250,000.00 . 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.
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

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 BlackRock

At 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: www.linkedin.com/company/blackrock

BlackRock 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.

 

BlackRock 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.

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.