Blackstone Private Wealth - Vice President

CFA Institute; Miami (FL); On-site; USD 220,000 - 230,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) plan

Paid time off

Discretionary bonuses

Equity compensation possible

Job summary

CFA Institute seeks a Vice President for Blackstone Private Wealth based in Miami, Florida. The role involves managing relationships with financial institutions and leading business development initiatives, particularly in the Latin American market.

Ideal candidates will have a bachelor's degree in Finance, extensive experience in asset management, and relevant licenses such as FINRA 63 and 7. The compensation package includes a competitive salary between $220,000 and $230,000, along with comprehensive health benefits.

Qualifications

• Bachelor's degree in Finance, Economics, or a related field required.
• FINRA 63 and 7 license required.
• CFA charterholder/designation required.
• Minimum of 4 years of experience in asset management.
• Experience in client coverage in the Latin American market.

Responsibilities

• Cultivate and manage relationships with high-value financial institutions.
• Direct delivery of investment capabilities to clients.
• Lead business development initiatives and mentor junior staff.
• Expand firm's footprint in Latin America with new business relationships.
• Produce tailored educational content and market insights.

Skills

Client relationship management

Business development

Market insights

Financial analysis

Using Microsoft Excel

Using Salesforce CRM

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Salesforce CRM

Job description

Business Group: Blackstone Private Wealth

Business Group Overview

Blackstone Private Wealth was established to answer the growing demand for Blackstone products from high-net-worth investors. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives.

Job Title

Blackstone Private Wealth - Vice President

Job Responsibilities

• Cultivate and strategically manage high-value relationships with Multi-Family Offices, Registered Investment Advisors, Private Banks, Broker/Dealers, Pension Funds, Insurance Companies, Corporations, Wirehouses, Asset Managers, and other leading Financial Institutions.
• Direct the delivery of the firm's investment capabilities and full product suite to sophisticated institutional and private wealth clients, maintaining deep expertise across the Blackstone platform, with a strategic emphasis on Latin American market.
• Lead business development initiatives, supervising and mentoring junior-level analysts and associates who are running client due diligence processes and ensuring seamless execution across the value chain.
• Expand the firm's footprint in Latin America by originating and developing new strategic business relationships, assuming direct accountability for targeted country coverage and client segment growth.
• Enhance client engagement through ongoing advisory support and thought leadership, producing tailored educational content and market insights to strengthen long-term partnerships.
• Identify and secure new distribution channels to accelerate capital formation, broaden market penetration, and deepen the firm's regional influence.
• Represent the firm at industry conferences, delivering thought leadership and market insights to enhance brand positioning.
• Coordinate cross-functional collaboration with marketing, operations, legal, and compliance teams to ensure optimal resource allocation, regulatory adherence, and efficient client onboarding.
• Perform other duties as needed.

Qualifications

Education

• Bachelor's degree (or foreign equivalent) in Finance, Economics, or a related field required.

Certifications and Licenses

• FINRA 63 and 7 license required.
• CFA charterholder/designation required.

Experience

• Minimum of 4 years of experience in job offered or related occupations required.
• Minimum of 4 years of experience in client coverage in the Latin American asset management industry.
• Minimum of 2 years of experience using Microsoft Excel and VBA to build client reports and portfolio information.
• Minimum of 2 years of experience using Microsoft PowerPoint to develop internal and external presentation materials with macro-economic and financial insights.
• Minimum of 2 years of experience using Microsoft Word to develop internal and external presentation materials and client due diligence questionnaires.
• Minimum of 2 years of experience with portfolio attribution analysis.
• Minimum of 2 years of experience gathering financial information from Bloomberg.
• Minimum of 1 year of experience providing strategic relationship coverage to clients in the Latin American asset management industry and presenting at industry conferences to provide market insights and enhance brand positioning.
• Minimum of 1 year of experience using Salesforce CRM to manage complex client pipelines and track engagement across multiple touchpoints.
• Minimum of 1 year of experience overseeing complex investment due diligence processes from clients.
• Experience can be concurrent.

Expected Annual Base Salary Range

$220,000 - $230,000

Additional Compensation and Benefits

Comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone's sole discretion.

Security Licenses

Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:

• Attending client meetings where you are discussing Blackstone products and/or client questions;
• Marketing Blackstone funds to new or existing clients;
• Supervising or training securities licensed employees;
• Structuring or creating Blackstone funds/products; and
• Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.

Equal Employment Opportunity Statement

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.

If you need a reasonable accommodation to complete your application, please contact Human Resources at 212-583-5000 (US), [phone] (EMEA) or [phone] (APAC).