US Wealth Advisory SMA Specialist, Associate/VP jobs in United States
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BlackRock · 1 day ago

US Wealth Advisory SMA Specialist, Associate/VP

positionSan Francisco, CA
timeFull-time
remoteHybrid
seniorityMid Level
money$100K/yr - $110K/yr
date3+ years exp

BlackRock is a leading global investment management firm dedicated to helping individuals achieve financial well-being. They are seeking a US Wealth Advisory SMA Specialist to drive the growth of Separately Managed Accounts by building client relationships and educating financial professionals on BlackRock's SMA offerings.

Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment
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H1B Sponsor Likelynote

Responsibilities

Demonstrate mastery across the full breath of BlackRock SMA offerings – active FI and equity SMAs, Aperio direct indexing and SpiderRock option overlay strategies
Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock’s resources and solutions to the client – strong prioritization and resource allocation skills are key
Utilize custom SMA proposals and client reporting to deliver solutions aligned to the end client’s personalized goals and objectives
Demonstrate a deep understanding of sponsor platforms across the wealth landscape, including strategies available, pricing structures, operational connectivity, and firm-specific nuances
Embrace technology to deliver an exceptional client experience

Qualification

SMA expertiseCFPCIMACFAFinancial services knowledgeFixed income understandingSales skillsCommunication skillsOrganizational skills

Required

Bachelor's degree required
Minimum 3+ years in SMA, ETF or mutual fund sales
Strong financial services background with knowledge of investment trends and advisor practices
Solid understanding of fixed income, equity and options markets
Exceptional verbal and written communication skills
Strong sales, partnership, and organizational skills, including profiling and resource deployment
Clean U-4
Occasional travel required
Position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, Chicago, San Francisco)

Preferred

CFP, CIMA or CFA preferred

Benefits

Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Company

BlackRock

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BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
dateFounded in 1988
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.blackrock.com

H1B Sponsorship

BlackRock has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (34)
2023 (8)
2022 (37)
2021 (31)
2020 (27)

Funding

Current Stage
Public Company
Total Funding
$6.59B
Key Investors
Ariel Yehezkel
2025-06-20Post Ipo Equity· $0.02M
2025-03-27Post Ipo Debt· $1.08B
2024-07-17Post Ipo Debt· $2.5B

Leadership Team

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Andrew Leba
Vice President & Legal Counsel
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Mike Strug
Vice President
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