Apr 24, 2025
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 is a joint role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key directive of explaining the intersection of taxation and investing-thus "after-tax investing". The Investment Strategist explains the Aperio Direct Indexing quantitative investment process, investment philosophy, and strategies to clients and prospects, and supports clients with complex portfolio transition and construction problems involving risk, tax, and customization priorities After-Tax Wealth Strategist Key Responsibilities: Provide subject matter expertise, both internally and externally,...
BlackRock
New York, NY, USA
Full-Time