11 account executive smb 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 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 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...

Description Responsible for advancing institutional giving efforts through the identification, cultivation, solicitation, and stewardship of corporate, foundation, and individual donors in support of scholarships, workforce development programs and initiatives, and SME mission-driven efforts. This role will build and manage strategic donor relationships to support philanthropic growth and organizational priorities. MAJOR FUNCTIONS: Research, solicit, and secure donors for gifts from corporate, foundation and individual prospects. Identify and build relationships with internal and external partners to generate potential donor prospects, including but not limited to teams across SME, volunteer board members (both the SME and SME Education Foundation Boards), Fortune 500 companies, and manufacturers of all sizes. Participate in all aspects of the gift cycle: (1) initiate contacts with potential donors; (2) collaborate with institutional giving leadership to develop...

About this role The Team: The Data & Research Management group is responsible for delivering accurate , timely , and complete data to enhance the value of Preqin's award-winning service. The trust in our underlying content enables our clients to make key investment decisions. Besides simply collecting content, Data & Research Management collaborates extensively with internal and external stakeholders to improve our data offering leveraging technology and subject matter expertise . The team understands the end-to-end lifecycle of data and establishes business intelligence reports seeking operational excellence Role Overview: The Director - AMER Data Contributions role is an outstanding leadership opportunity based in our vibrant New York office. This position is integral to Preqin , a part of BlackRock's data leadership team and is charged with steering the strategic direction of our data initiatives. By working closely with the Data, Product, and...

About this role Team: Aladdin Client Experience Aladdin is BlackRock's central technology platform that connects the key functions of investment management into one integrated system. From portfolio management and trading to compliance, operations, and risk oversight, Aladdin brings together people, processes, and data to create a seamless investment process. By providing a common platform and consistent information, Aladdin helps organisations make informed decisions, manage risk effectively, and trade efficiently - ultimately driving better outcomes for investors and institutions worldwide. We bring a breadth of experience across regions, strategies, and asset classes. 30 Years of experience delivering solutions 1,100 Aladdin clients 5,500 skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services organisation supporting Aladdin users around the world. With a collaborative...

Description The Client Services Associate (CSA) role is responsible for internal and external client support and research as tasked. It is the responsibility of the CSA to conduct business within given accounts in such a manner that maximizes Tooling U-SME's long-term corporate sales and profit potential. As appropriate, the CSA responsibilities include (but are not limited to): MAJOR FUNCTIONS: Support (Incoming support questions, cases and escalating to the appropriate Client Success Manager, as necessary, Tier II). Responding to login information requests. • Answering support questions through the phone loop calls, and basic sales loop calls by qualifying caller. Custom Assessments (creation and beta testing of Custom Tests, Registering testers for Assessment tests) Account Maintenance, custom bundle creation & assigning to accounts, reactivating and/or closing accounts, management of expired accounts based on terms of contract obligations. General...

About this role Vice President, Portfolio Management - Fixed Income - Citi Portfolio Solutions Powered by BlackRock (CxB) Citi Portfolio Solutions Powered by BlackRock (CxB) combines the strategic advisory of a leading global bank with the investment management and technology strengths of one of the world's preeminent asset managers. As investor appetite grows for custom built, whole portfolio solutions, BlackRock continues to invest in our global investment platform to stay at the forefront of clients' evolving needs. About the Role The Portfolio Manager will support the management of U.S. and Global Preferred Securities strategies within the Citi Portfolio Solutions Powered by BlackRock (CxB) Fixed Income SMA platform. This role partners closely with senior portfolio managers, credit research, trading, and risk teams to help implement investment strategy, monitor portfolios, and support day‑to‑day portfolio management activities across client mandates. Key...

About this role About this role We are searching for an experienced attorney specializing in cash products to support the firm's tokenized cash and digital assets initiatives, including tokenized private treasury funds and money market funds. This role will focus on providing day‑to‑day legal advice on the structuring, launch, distribution, and ongoing operation of tokenized cash products, working closely with business, product, and operations teams. The Director will partner with senior Legal leadership on strategic and novel issues and will collaborate with key stakeholders across product development, business operations, and portfolio management, and other teams within BlackRock's Legal & Compliance department. Responsibilities: Provide legal advice and support on tokenized cash products, including private treasury funds, money market funds, and related digital assets initiatives. Advise on product structuring, including matters under the Investment Company...

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...