4 account executive smb jobs found in San Francisco

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 As an SMA Advisor Support Associate, you will provide assistance to the broader SMA Advisor Support team in handling daily activities, including but not limited to onboarding new intermediaries, coverage of the SMA Operations hotlines, key contact point for all technology-related roll-outs, upgrades, trainings and inquiries on our My Managed Accounts (MMA) portal, monitoring the operations request queue, and producing and distributing ad-hoc Salesforce monthly or quarterly reports to client all while ensuring white glove service for our clients. You will also act as a liaison between the SMA advisor support team and...

About this role Technical Project Manager 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 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're looking for a Technical Pro ject Manager to support the delivery of cross- functional, product and platform focused initiatives critical to the growth and operational...

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 This position plays an important role in developing and maintaining our investment technology base and delivering new platform functionalities. You'll be responsible for developing, maintaining, and executing tests for the various Salesforce UI and automation flows for which SMA Solutions are responsible. You will also be expected to monitor/support our existing automated processes along with the rest of the Salesforce QA Team. Key Responsibilities Design, develop, and maintain automated test scripts for Salesforce applications using approved automation tools and frameworks. Develop and execute test plans...

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 We are seeking Product Manager to lead the design and delivery of trading and portfolio management workflows for SMA Solutions business. This role will partner closely with portfolio managers, traders, engineering, and operations to define user journeys, streamline trade lifecycle processes, and ensure scalable execution across asset classes. Responsibilities Gain understanding of current state end-to-end PM and trading workflows for SMA Solutions business that spans across multiple asset class/geographic locations/client segments. Partner closely with Portfolio Managers and Traders to understand the...