Investment Strategy, Retirement Solutions - Vice President - Toronto

About this role

About BlackRock in Canada

BlackRock’s goal is simple – to help more and more people experience financial well-being. We have been in Canada for over 30 years and today there are more than 125 employees committed to delivering a full range of investment solutions for institutions, financial professionals and individuals. We manage over $250B in assets for Canadian clients across every province and territory, including as the largest ETF and target date fund provider.

We leverage BlackRock’s global scale and expertise for Canadians, by providing whole portfolio solutions. We offer a range of investment solutions to our clients from alternatives to index to technology and more.

BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions. We are a fiduciary to our clients. We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.

Team Description

Over half of the assets that BlackRock manages are related to retirement - our firm has a special responsibility for enabling a better retirement for all. BlackRock's Retirement Solutions (RS) team sits within BlackRock’s Multi-Asset Strategies & Solutions (MASS) business, the investment group at the heart of BlackRock's portfolio construction, asset allocation and active management ecosystem. The RS team is the engine that serves our global retirement business as the center of lifecycle investing, bringing together expertise in strategy, research, portfolio management and technology.

As of June 2024, the RS team was entrusted with CAD 740+B in client assets across the world, including CAD 55+B in Canada. We are a global team with individuals based in San Francisco, New York, Atlanta, London, Budapest, Gurgaon, and are looking to expand to Toronto.

The Investment Strategy team is responsible for the development and commercialization of the Retirement Solutions business with Strategists representing our investment capabilities to clients including institutional investors, investment consultants, recordkeepers, and advisors. The Strategy team is responsible for driving the commercial success and product innovation of the LifePath target date franchise.

The Retirement Solutions Investment Strategy team is looking for a motivated individual who will help position the Canadian LifePath solutions with clients to generate robust, long-term growth. This person will partner with local distribution leads to develop and execute sales strategy, as well as provide retirement and investment insights and analysis to our clients and prospects. The candidate will need to have a proven ability to communicate effectively with a wide range of stakeholders, multi-task across several concurrent initiatives, and develop a strong fluency in lifecycle investing in partnership with PMs and distribution partners.

Role Responsibilities

• Develop a deep understanding of the LifePath team’s philosophy, investment process, positioning, and products to provide in-depth expertise and drive improvements in narrative and messaging
• Drive business growth across the LifePath product suite in conjunction with our sales partners. Meet with clients, prospects, and/or intermediaries to explain the investment philosophy, process, and performance of multiple strategies
• Create and maintain product marketing and performance commentaries, client presentations and customized analyses that articulate strategy objectives, performance, and competitive advantages
• Research industry and competitive landscape to drive product development and influence competitive positioning and sales narratives
• Contribute to thought leadership efforts to ensure content agenda reflects client needs
• Use technology and BlackRock tools to enhance scale and efficiency in client engagements
• Develop positive relationships with key business partners to support the solutions business within the firm

Skills & Qualifications

• 6+ years of financial services experience, preferably in a client service/business development role; relevant regulatory licenses; CFA/MBA a plus
• Ability to clearly articulate ideas, both written and oral, to internal and external audiences across levels of seniority; strong Excel, Word, and PowerPoint skills are essential
• Ability to work effectively at all levels of an organization and build strong relationships with team members, managers, partner teams, and senior executives in multiple locations
• Organized and highly detail-oriented, able to prioritize and multi-task quickly and efficiently, adapting to new situations in a fast-paced environment
• A strong sense of teamwork and integrity, enabling you to become a trusted partner to both clients and peers
• Interest and skill in improving existing processes and building scale and automation

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 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.