Full-Time

Investment Strategy

Retirement Solutions, Director

Updated on 1/16/2025

BlackRock

BlackRock

Fintech
Financial Services
Real Estate

Compensation Overview

$194k - $270kAnnually

+ Annual Discretionary Bonus

Senior, Expert

Company Historically Provides H1B Sponsorship

San Francisco, CA, USA + 1 more

More locations: New York, NY, USA

Hybrid position requiring at least 4 days in the office per week.

Category
Investment Banking
Finance & Banking
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • 8+ years of financial services experience, preferably in a client service/business development role; CFA/CAIA/MBA a plus
  • Ability to clearly articulate ideas, both written and oral, to internal and external audiences across levels of seniority; strong Excel, Word, and PowerPoint skills are essential
  • Ability to work effectively at all levels of an organization and build strong relationships with team members, managers, partner teams, and senior executives in multiple locations
  • Organized and highly detail-oriented, able to prioritize and multi-task quickly and efficiently, adapting to new situations in a fast-paced environment
  • Proven ability to thrive in a culture of excellence, innovation, communication, and accountability, where all members of the team are motivated to go above and beyond, and think globally and creatively
  • Interest and skill in improving existing processes and building scale and automation
  • Series 7 & 63 and insurance license to be acquired within 6 months of hire
Responsibilities
  • Develop a deep understanding of the LifePath team’s philosophy, investment process, positioning, and products to provide in-depth expertise and drive improvements in narrative and messaging
  • Drive business growth across the LifePath product suite in conjunction with our sales partners. Meet with clients, prospects, and/or intermediaries to explain the investment philosophy, process, and performance of multiple strategies
  • Create and maintain product marketing and performance review materials, client presentations and customized analyses that articulate strategy objectives, performance, and competitive advantages
  • Advise clients on all aspects of portfolio strategy including research, trading, portfolio analytics, performance reporting, ESG data and integration, transitions and securities lending
  • Research industry and competitive landscape to drive product development and influence competitive positioning and sales narratives
  • Contribute to thought leadership efforts to ensure content agenda reflects client needs
  • Contribute positively to our culture, including sponsoring talent strategy and supporting diversity, equity, and inclusion
  • Role best suited to someone who has proven experience of working with retail and institutional clients, understands markets and has occupied a similar role or leadership function
Desired Qualifications
  • CFA/CAIA/MBA a plus

Company Stage

IPO

Total Funding

$78.6B

Headquarters

New York City, New York

Founded

1988

Simplify Jobs

Simplify's Take

What believers are saying

  • BlackRock's Bitcoin ETF in Canada enhances institutional credibility in the crypto market.
  • Younger investors' interest in digital assets supports BlackRock's growth in crypto ETFs.
  • BlackRock's investment in blockchain technology meets rising market demand.

What critics are saying

  • Increased competition from Goldman Sachs could impact BlackRock's market share.
  • Federal court ruling challenges BlackRock's ESG investment strategies.
  • FDIC's oversight questions indicate potential regulatory compliance issues for BlackRock.

What makes BlackRock unique

  • BlackRock's Bitcoin ETF simplifies crypto exposure for Canadian investors.
  • The company leverages demographic trends to drive Bitcoin adoption.
  • BlackRock's focus on digital asset infrastructure lowers Bitcoin's barriers to entry.

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Benefits

Health Insurance

Unlimited Paid Time Off

Mental Health Support

Wellness Program

401(k) Retirement Plan