4 associate financial advisor jobs found

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 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 We are seeking a highly motivated and detail-oriented Associate to join our SMA Solutions Billing team. The successful candidate will support daily, monthly, quarterly, and annual billing processes across our Traditional SMA and Direct Indexing Business, ensuring accuracy and efficiency in all tasks. This role requires strong analytical skills, excellent communication abilities, and a commitment to operational excellence. You will play a crucial role in enhancing our billing operations and contributing to the overall success of our team. Key Responsibilities: Support daily, monthly, quarterly, and annual billing...

Job Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It With Pride. Mondelēz is on an RGM transformation journey. Mondelēz operates globally thru a decentralized model composed of 4 regions. With a working motto of “Local First, But Not Local Only”. The RGM journey varies by markets as each market is at a different starting point regarding their RGM capability. This senior role is an individual contributor supporting the Global Head of RGM, leading enterprise-level RGM strategy and cross-functional growth programs that accelerate net revenue, margin expansion, and market share across regions. This role combines RGM subject-matter expertise with transformation leadership, owning end-to-end delivery of strategic initiatives from design through execution and capability scale-up. Master of: Functional Skills - RGM; inclusive of key Enablers (People, Process and Tools) and our RGM Levers...

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...