Technology and Operations

Do you thrive in a data environment where analytical and problem solving skills are key? Are you looking to advance your career? Look no further. At BlackRock, we recognize that strength comes from diversity and will support rare skills, inquisitiveness, and passion while giving the opportunity to grow expertly and as an individual.

BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most significant goals. We manage over $6 trillion in assets on behalf of investors worldwide. Come join the team and experience what it feels like to be part of an organization that makes a difference!

Team Overview

The Retail SMA business is offered within 25+ sponsor platforms and is comprised of roughly 426,000 accounts and $163 billion AUM. The Onboarding team leads the onboarding of portfolios and directs critical change events such as strategy/title changes, terminations, benchmark updates etc within the retail channel. Onboarding synchronizes internal BlackRock teams (sales, portfolio management, investment operations, and corporate functions) across all regions.

As a team, we deliver predictable and risk-controlled launch and change events by using our knowledge of BlackRock’s operating environment and following a structured implementation approach. As a function that sits within BlackRock’s GIO team, we pride ourselves on strong client interpersonal skills with a keen focus on the end client experience. Onboarding also owns and maintains key systems that serve as the firm’s portfolio masters. We are business partners who play an active and transparent role in delivering an outstanding client experience on behalf of the firm.

Role Responsibility

• Onboarding of new accounts within BlackRock’s retail channels (Private Investors & USWA).

• Accurate/timely responses to all requests coming in to the SMA New Accounts Onboarding team (title change, strategy changes, billing inquiries etc).

• Liaise with senior management in weekly/monthly meetings.

• Understand and interpret the differences in the various BlackRock PI and BlackRock USWA products.

• Manage time between day to day responsibilities and projects.

• Ensures that the continuous process optimization and improvements are in place for the best controlled, risk managed and most cost-efficient operations service team.

• In partnership with our sales and relationship teams, ensure that the onboarding team is managing client expectations by providing transparency around business requirements to launch a new portfolio or effect a desired change.

• Create critical control functions for the onboarding team such as requesting/receiving sign-offs from key stakeholders in advance of new accounts going active and effectively incorporate service level agreements into credible end-to-end timelines.

• Build strong relationships across the organization by listening carefully to our internal stakeholders (sales, Portfolio Managers) and working hard to deliver for the firm.

• Identify and drive process improvement opportunities that lower the risk of errors and increase efficiency for the onboarding team.

• Work closely with clients, consultants, custodians and transition managers as well as key internal partners to ensure the effective coordination of the take on of new retail clients.

Experience

• 5+ years industry experience

• Strong client management skills, service philosophy, and risk mitigation mentality required

• Experience in the investment management/asset management business

• Experience directly or indirectly supporting Retail & Institutional clients

• Knowledge of the different participants in the fund management business and their roles – fund managers, administrators, brokers, consultants and custodians

• Knowledge of BlackRock’s internal processes, products, and fund structures a plus

• Demonstrated ability to successfully deliver on projects

• Excellent attention to detail, extremely accurate and well organized

• Demonstrates ability to identify and implement process improvements

• Ability to operate/prioritize effectively and adhere to tight deadlines

Other

• Travel : No

• Direct Reports: No

• Licenses: No

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.

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.