Job summary
Job post source
This job is directly from BlackRock
Job overview
The Director, US Wealth Advisory Senior Portfolio Consultant at BlackRock leads portfolio consulting for Enterprise RIAs and home offices, providing portfolio construction guidance to key investment decision makers in wealth advisory.
Responsibilities and impact
The role involves building research-based consulting relationships, combining quantitative and qualitative portfolio analysis, partnering with internal teams to deploy custom solutions, maintaining client engagement, developing team capabilities, supporting sales culture initiatives, and managing 1-2 analysts.
Compensation and benefits
The salary range is $184,000 to $250,000 for specified locations, with eligibility for annual discretionary bonuses, comprehensive healthcare, retirement plans, tuition reimbursement, leave benefits, and flexible time off under a hybrid work model.
Experience and skills
Candidates need at least 10 years of investment or asset management experience, strong analytical and communication skills, a BA/BS degree (advanced degree or CFA preferred), experience with multi-asset portfolios, and Series 7 & 66 licenses.
Career development
BlackRock offers development opportunities through a collaborative hybrid work model designed to accelerate learning and onboarding, with a focus on performance and innovation.
Work environment and culture
BlackRock fosters an inclusive, supportive environment valuing diversity and equal opportunity, emphasizing collaboration, apprenticeship, and employee well-being.
Company information
BlackRock is a global investment management firm focused on helping clients achieve financial well-being through innovative investment solutions and a strong commitment to employee development and inclusion.
Team overview
The candidate will join the Portfolio Design Team within US Wealth Advisory, working closely with investment and sales teams and managing a small team of analysts.
Job location and travel
Positions are based in Princeton, NJ, Boston, MA, or Atlanta, GA, with a hybrid work model requiring four days in-office and one day remote per week.
Unique job features
The role offers a unique opportunity to influence portfolio construction at scale for major financial advisory firms, combining quantitative analysis with strategic client engagement and leadership responsibilities.
Company overview
BlackRock is a global investment management corporation that provides a range of financial services including asset management, risk management, and advisory services. Founded in 1988, it has grown to become the world's largest asset manager with over $9 trillion in assets under management as of 2021. The company generates revenue through management fees, performance fees, and advisory fees from its diverse portfolio of investment products, including mutual funds, ETFs, and alternative investments. BlackRock is also known for its Aladdin platform, a sophisticated risk management system used by financial institutions worldwide.
How to land this job
Position your resume to highlight extensive experience in investment and asset management, emphasizing your ability to lead portfolio consulting for Enterprise RIAs and home offices as outlined in the job description.
Emphasize your strong analytical skills, experience with multi-asset portfolios, and ability to combine quantitative analysis with qualitative insights to communicate complex portfolio theory effectively.
Apply through multiple channels including BlackRock's official career site, LinkedIn, and relevant financial industry job boards to maximize your application visibility for this Director-level role.
Connect with current BlackRock employees in the US Wealth Advisory or Portfolio Design divisions on LinkedIn; use ice breakers such as commenting on recent BlackRock investment initiatives or asking about their experience collaborating with the Multi-Asset Strategies and Solutions team.
Optimize your resume for ATS by incorporating keywords from the job description like 'portfolio construction,' 'multi-asset portfolios,' 'investment platforms,' 'quantitative analysis,' 'Series 7 & Series 66,' and 'CFA' to ensure it passes initial screenings.
Utilize Jennie Johnson's Power Apply feature to automate applying across multiple platforms, tailor your resume with the right keywords, and identify LinkedIn connections to network with, allowing you to focus more on preparing for interviews and strategic networking.
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