US Wealth Advisory COO Strategy – Associate

About this role

BlackRock’s US Wealth Advisory business (“USWA”) manages the firm’s relationships with US retail financial services firms and their advisors, who ultimately serve end investors.  Representing a full suite of strategies – from iShares ETFs and mutual funds to SMAs, model portfolios, alternatives, portfolio solutions, and sub-advisory programs – USWA’s mandate is to deliver “One BlackRock” to our clients. 

The USWA Strategy team is responsible for developing and executing against the strategic direction of USWA and leading the operating cadence of the business. The team is focused on developing and communicating insights about our industry and competitive landscape; assessing our business performance; allocating resources and executing on business plans; and leading a range of initiatives to shape our direction as a business. 

Role Description

We are seeking an Associate to join our USWA Strategy Team. This individual will drive a broad range of projects and should feel comfortable working across business lines. The ideal candidate must understand the strategic initiatives, business financials, and competitive landscape across USWA, and drive strategic and operational projects. This individual will report to the Head of Distribution Strategy.

Responsibilities:

• Lead strategic projects including building new capabilities in partnership with sales, pillar leads, client officers, ExCo and internal partners to operate the business

• Partner closely with Sales Distribution leadership to execute on day-to-day initiatives and long-term projects

• Build and deliver internal and external presentations synthesizing industry trends, product development, distribution strategy, and sales results.

• Conduct data analysis and ongoing monitoring of industry flows, sales, performance and competitive positioning to inform product focus and distribution

• Develop quantitative analyses and qualitative research, synthesizing and presenting findings, to support business cases and drive execution on clear action steps

• Plan and prepare members of the USWA Executive Committee for meetings, drafting C-level presentations, talking points, and briefing memos for the firm’s Board of Directors, Leadership Summits and external and internal conferences/meetings

• Cultivate external client knowledge through interaction with sales professionals

• Provide training and mentorship to analysts on the broader USWA COO team in order to further their career advancement

Requirements:

• 4+ years of relevant investment industry experience, preferably with emphasis in strategy, technology, client service, finance, relationship management or business management

• Committed to a culture of excellence and a positive, inclusive experience for all

• Strong analytical and problem-solving skills with the ability to synthesize information, summarize issues and think creatively

• Strong proficiency and demonstrated experience working in all Microsoft Office applications, particularly Microsoft Excel and PowerPoint

• Exemplary communication skills (verbal and written)

• Superior interpersonal skills; able to communicate and partner at all seniority levels and regions

• Excellent stakeholder management skills to drive efficient decision-making

• High degree of professional discretion, integrity and discernment

• Four-year degree in Finance, Accounting, Information Technology, Economics, or related field

• Series 7 and 66 preferred

For New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . 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.

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.