Vice President, Portfolio Design Specialist

Location: Princeton Junction
Posted on: June 23, 2025

Job Description:

BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions —from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. Location: Chicago, Princeton, Boston, Atlanta or San Francisco Business Description: BlackRock’s US Wealth Advisory business manages the firm’s relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships, USWAs mandate is to deliver One BlackRock to retail advisor practices. Role Description: BlackRock Portfolio Design Specialist is an Associate/VP eligible role in US Wealth Advisory. The team is responsible for accelerating sales growth and deepening relationships with financial advisors. The scope of their role will include 4 core elements: • Model Customization: help advisors develop a process for customizing BlackRock’s in-house model portfolios. • Consult with top advisory teams on improving their portfolio construction process, helping them create new models, improve existing models and implement their best investment ideas. Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with clients. • Relationship Building: partner with BlackRock’s Market Leaders to deepen relationships with the largest and fastest growing financial advisors. • Tradecraft: Utilize BlackRock’s world-class risk analytics platform, Aladdin, while providing capital market and portfolio level insights and concepts to financial advisors in an easy to understand way. Primary Responsibilities: • Deliver subject matter expertise on BlackRock Model Portfolios • Implement customized portfolio solutions in conjunction with the advisor’s investment goals • Deliver fiduciary and investment insights through portfolio construction conversations • Embrace data-driven segmentation and the BlackRock Engagement Model to drive deeper relationships • Profile our clients in order to learn more about their objectives and deploy the appropriate resources • Partner with BlackRock’s Market Leader, Product Strategists, and external partners to deliver the full breadth and benefits of BlackRock’s investment solutions • Embrace technology to deliver an exceptional client experience Qualifications : • BA/BS required. Advanced degree, CFA, or CAIA designations are a plus, but are not required. • A minimum of 3 years investment or asset management experience. • Sales experience within asset management, wealth management, or the financial industry more broadly is a must. • Passion for markets, investing, and portfolio construction with a commercial mindset. • Strong communication skills with the ability to connect and build relationships with internal partners and external clients. • High level of self-motivation; ability to work independently with modest supervision. • Strong organizational skills; ability to multi-task, prioritize and collaborate vertically/horizontally in a fast-paced environment. • NASD Series 7 and 66 (or 63 & 65) required

Keywords: , Fairfield , Vice President, Portfolio Design Specialist, Accounting, Auditing , Princeton Junction, Connecticut