About this role
At Aperio (part of BlackRock), our strategies are designed to put our clients’ and their clients’ interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client’s unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management business specializing in managing customized equity portfolios tax efficiently.
At Aperio, 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, Aperio is the place for you.
About this Role
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.
Interested candidates must provide a cover letter
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.
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.
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.
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 careers.blackrock.com | www.blackrock.com/corporate | Instagram: @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
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.
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.