10 account director jobs found in Princeton

About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class investment management service to all of our clients, from wealth advisors to family offices to endowments and foundations. About the opportunity: With over $230B in client assets across direct index and active investment strategies, SMA Solutions is a rapidly growing business within USWA (~10% org growth rate). Our personalized portfolios utilize individual securities, BlackRock Mutual Funds, and iShares ETFs to customize, diversify, and tailor investment solutions to high net worth/ultra-high net worth, mass affluent, and institutional clients. We are seeking a highly experienced leader with deep expertise in the Wealth Management space (ideally with Separately Managed Account (SMA) vehicles) to lead the organization towards the next...

About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role BlackRock's SMA Solutions business is seeking a Separately Managed Account (SMA) Portfolio Manager to work within the dynamic and fast-paced environment of our Core PM SMA Team in the Princeton office. As a Portfolio Manager, you will build relationships internally with teammates, Trading Desks, Operations, and the Sales organization as well as externally with clients and Financial Advisors by helping to leverage an evolving operating model at the center of an established and rapidly growing business. On a day-to-day basis, you will actively deliver a broad set of separately managed account investment solutions across...

About this role Role Description: BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts in partnership with generalist relationship managers across all advisor segments (Wirehouse, Independent and RIA). SMA Specialists serve as a subject matter expert across the full range of BlackRock SMA offerings including active FI and equity SMAs, Aperio direct indexing and SpiderRock option overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and positioning BlackRock's full suite of custom SMA solutions for their high-net-worth clients. They are the go-to resource for education and training for the internal sales team. They will be focused on delivering deep expertise and broadening our reach to more advisors while proving a "white glove" experience to SMA clients making BlackRock the most convenient asset manager to do business with....

About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About the role BlackRock's SMA Solutions business is seeking a Separately Managed Account (SMA) Portfolio Manager to work within the dynamic and fast-paced environment of our Core PM SMA Platform & Portfolio Support Team in the Princeton office. As a Portfolio Manager, you will build relationships internally with teammates, Trading Desks, Operations, and the Sales organization as well as externally with clients and Financial Advisors by helping to leverage an evolving operating model at the center of an established and rapidly growing business. On a day-to-day basis, you will be responsible for centralized portfolio and client service...

About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About the Role BlackRock's SMA Solutions business is establishing a new team dedicated to the support of a model-based accounts that invest in alternative assets. This individual will be responsible for the daily operations functions that are related to supporting this new product, inclusive of new account setup, trade flow management, reconciliation and data quality. They will also work in close collaboration with internal & external stakeholders (e.g. Portfolio Managers, Distributors, Transfer Agents) to resolve issues and mitigate risk with a client service mentality. As this offering grows, they will also support the...

About this role Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from. Business Description BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail. Role Description BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The...

About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations About this Role: The role will focus on engineering technical solutions to enhance the trading and implementation functions of active portfolio management. The successful candidate will contribute to software development efforts aimed at implementing systematic solutions for trading a high volume of retail and institutional portfolios. This individual will possess strong analytical and quantitative skills, a passion for investing and the markets, and a demonstrated ability to collaborate with a wide range of partner teams and stakeholders. Outstanding attention to detail, excellent interpersonal skills, and a passion for critically...

About this role About this role We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any investor's needs. In this sole practitioner role, you will be directly responsible for representing the entirety of the firm to retail Wirehouse, RIA and Independent advisors using data insights and technology to execute sales. This role may be based in any of our home office locations - Princeton, Boston, Chicago, San Francisco & Atlanta - with occasional territory travel. Business Description: BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and...