BlackRock · 19 hours ago
Vice President/Director, US Wealth Advisory Senior Portfolio Consultant
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$200K/yr - $270K/yr
7+ years expBlackRock is a leading investment management firm dedicated to helping people experience financial well-being. The Portfolio Consultant role involves building consulting relationships with financial advisory firms to enhance portfolio construction and investment strategies.
Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment
Responsibilities
Build recurring, research-based consulting relationships with the largest, and fastest growing advisor teams and RIAs, helping them create new models, improve existing models, and implement their best investment ideas at scale
Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with key investment decision makers
Partner with BlackRock’s Multi-Asset Strategies and Solutions (MASS) team to deploy custom model solutions
Create strong relationships with internal sales and distribution partners. Must approach the role as a business owner and be accountable for maintaining a full calendar of events and meetings
Support USWA initiatives to create a portfolio construction-centric selling culture by partnering with BlackRock’s investment teams to develop thought leadership and commercial narratives
Qualification
Required
BA/BS required
A minimum of 7 years investment or asset management experience; additional experience preferred
Strong analytical skills are a must
Background in statistics, econometrics, or other technical discipline desired
Experience managing multi-asset portfolios and building investment platforms for US wealth clients
Strong communication skills, both verbal and written
Must be credible as an investment professional and able to distill complex portfolio theory down to actionable insights
Interest and aptitude for continued learning
Stay on the forefront of practical application of portfolio theory and product development
Series 7 & Series 66 required
Preferred
Advanced Degree / CFA is strongly preferred
Additional experience preferred
Benefits
Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)
Company
BlackRock
BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
10001+ employees
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 CompanyTotal Funding
$6.59BKey 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
Andrew Leba
Vice President & Legal Counsel
Mike Strug
Vice President
Recent News
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