Vice President, Client Relationship Manager

ENGINEERINGUK; West New York (NJ); Hybrid; USD 140,000 - 210,000; Full time

Job summary

A leading financial services firm is seeking a Vice President, Client Relationship Manager to deepen relationships with wealth advisors. The ideal candidate will have extensive business development experience and strong communication skills. This role involves collaboration with various departments to deliver exceptional client service and requires a flexible location within major metropolitan areas.

Benefits

Strong retirement plan

Tuition reimbursement

Comprehensive healthcare

Flexible Time Off (FTO)

Qualifications

• 5+ years of business development experience in investment management.
• Strong understanding of investment concepts and HNW market.

Responsibilities

• Cultivate and close new business relationships with wealth advisors.
• Maintain and expand existing client relationships.
• Deliver expert-level presentations to clients.

Skills

Sales

Networking

Negotiation

Communication

Presentation

Education

MBA

Degree in Finance or Economics

Tools

Salesforce CRM

Job description

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Vice President, Client Relationship Manager

Employer BlackRock Location New York, New Jersey, United States of America Salary Competitive Closing date 9 Jun 2025

View more categories View less categories Sector Banking and Financial Services Role C-suite Contract Type Permanent Hours Full Time

About this role

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.

About the role

We are looking for a Client Relationship Manager to help establish and deepen long-term relationships, primarily with wealth advisors from Broker Dealer and Private Bank platforms. Ideal candidates must have substantial business development experience in the investment management industry. He/she will be responsible for implementing opportunities with wealth advisors fitting the right type of profile, particularly in the HNW segment of the market. A strong team player is critical, as he/she will work creatively and collaboratively with colleagues across a number of departments, such as Portfolio Management, Research, Operations, and Marketing. The position requires strong verbal and written communication skills, as well as strong analytical skills given Aperio's quantitative approach to investment management. Key attributes also include a high degree of integrity, professionalism and an intense desire to deliver the superior client service that Aperio is known for in the industry.

We work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, SMA Solutions is the place for you.

Key Responsibilities

• In close partnership with BlackRock's market leaders, cultivate and close new business relationship opportunities with wealth advisors across wirehouses, RIAs, banks, and independent channels in the HNW segment. Develops custom index solutions for clients and work closely with Family Office and Institutional clients, partnering with portfolio management, investment strategy, values-aligned, and client experience teams. A key measure of success is the ability to grow, retain, and deepen these relationships

• Maintain and expand existing client relationships. Collaborating with Aperio and BlackRock colleagues and working effectively within a team environment is essential.

• Articulate Aperio's custom solution set and communicate the firm's unique value proposition as a solution provider, not simply a product provider. A key differentiator of Aperio is partnering with clients to create custom portfolio solutions that meet their needs.

• Must be able to deliver expert-level presentations to clients and prospects, either alone or with an Aperio or BlackRock colleague.

• Contribute to the development and support of presentations and other content for the entire firm to use.

• Represent the firm at industry conferences and events.

• Medium amount of travel is expected. Location is flexible, although must be in a major metropolitan city.

Qualifications

• Superior team-building skills and proven ability to leverage resources of the firm to the benefit of the client.

• Strong business development experience (five-plus years) in the investment management industry, particularly the HNW market.

• Excellent sales, networking, negotiation, communication, and presentation skills. Must have a demonstrated track record of building a client base of key, senior-level, decision makers.

• Strong understanding of investment concepts of the equity markets. Knowledge of tax and estate planning techniques for HNW investors a plus.

• MBA and/or CFA preferred.

• Degree in Finance or Economics preferred.

• Familiarity with Salesforce CRM a plus.

For New York, NY Only the salary range for this position is USD$155,000.00 - USD$210,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

For Princeton, NJ Only the salary range for this position is USD$140,000.00 - USD$199,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email [e-mail]. All requests are treated in line with our privacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Company

About Us

BlackRock’s purpose is to help more and more people experience financial well-being. We serve pension plans providing for nurses, teachers, firefighters, law enforcement and other public and private sector workers, individual investors investing for their own retirement, and institutions such as governments, foundations and insurance companies. Clients turn to BlackRock for the innovative solutions they need when planning for their most important goals. We are passionate about helping those we serve build a strong financial future, so we seek out a diverse range of perspectives and talents to solve their most complex challenges.

While our firm has offices across more than 30 countries, we operate as "One BlackRock:” our people thrive on collaboration, mutual trust and respect, and we inspire each other to collectively raise our game. BlackRock is dedicated to its principles, which include a culture of equity and inclusion, where employees can bring their full selves to every conversation, every day.

Our employee networks

Our global networks are dynamic communities built on shared experiences, intersectionality and allyship. They are culture carriers for the firm, offering employees and allies the opportunity to enhance and shape the inclusive culture to which we aspire. Employee networks are sponsored by senior leaders and are proudly designed by employees, for employees.

The Ability & Allies Network (ABN) provides a sense of community, advocacy, resources and support for all types of disability-related issues within the firm.

Awards:

2022 Disability:IN Disability Equality Index

BlackRock was recognised as one of the Best Places to Work for Disability Inclusion after scoring 100% on the Disability Equality Index. The index is a joint initiative between the American Association of People with Disabilities and Disability:IN. that helps companies build a roadmap of measurable, tangible actions that they can take to achieve disability inclusion and equality.

Glassdoor Best Places to Work 2022 – US & UK

This recognition is a result of the feedback provided by current and former colleagues about their experiences working at BlackRock. Ranking #72 in the US and #12 in the UK.

#1 Capital Markets Industry 2023

BlackRock was named one of America’s Most JUST Companies for the 3rd consecutive year, according to Forbes and JUST Capital. We ranked #1 in the Capital Markets industry. The 2023 list of America’s Most JUST Companies celebrates U.S. corporations that outperform their peers in the Russell 1000 on the priorities of the American people – including issues like fair pay, ethical leadership, good benefits and work-life balance, equal opportunity, customer treatment and privacy, community support, environmental impact, and delivering shareholder return. By balancing the needs of all stakeholders, JUST 100 companies demonstrate that profits and purpose can go hand in hand.

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