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Whole Portfolio Product Strategy

blackrock.com Logo

BlackRock Investments

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Location:
United States , New York

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Category:

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Contract Type:
Not provided

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Salary:

110000.00 - 150000.00 USD / Year

Job Description:

The US Wealth Whole Portfolio Pillar team is responsible for product development and commercialization of our portfolio design businesses- one of the fastest growing and most innovative product areas at BlackRock. We are looking for an Associate/VP to join the team in a multi-faceted role that encompasses product development, management, and commercialization of our solutions across channels.

Job Responsibility:

  • Serve as a core member of the Whole Portfolio Pillar, operating in a multi-functional and adaptive capacity across product development, product management, sales strategy, and pipeline activation
  • Drive Sales Enablement by acting as the “connective tissue” across Models & Segmented Sales, Marketing, Strategic Accounts, and Product—developing sales plans, campaigns, firmwide activation strategies, and field‑ready support to enhance advisor engagement
  • Support product development initiatives such as new product launches, repositioning, and enhancements to the Whole Portfolio and model suite
  • Lead internal and external activities tied to model trading and rebalancing, ensuring seamless coordination across investment, operations, sales, and other partners
  • Support commercial client engagements and flagship events, including the Model Advisory Council, Asset Allocation Forum, and other external-facing programming
  • Manage Whole Portfolio sales functions across implementation partners (55ip, GeoWealth, Vestmark, etc.), including pipeline oversight, client onboarding coordination, and commercial activation
  • Oversee the Custom Models pipeline across RIAs, broker‑dealers, and major platforms, ensuring visibility, prioritization, and timely follow‑through
  • Partner with Marketing/Comms to evolve and commercialize the Whole Portfolio narrative, driving advisor awareness, demand, and adoption
  • Partner across internal stakeholders including USWA Sales Leadership, MASS Investment COO, Legal, and Finance to inform and execute on product and commercial initiatives
  • Stay current with industry trends and developments, assess the associated impact on BlackRock’s models business, leveraging insights to inform product innovation and commercial focuses

Requirements:

  • 3-5 years of relevant asset management industry experience with some Managed Account experience preferred
  • BA/BS degree required
  • NASD series 7, 63, and 65 securities licenses
  • Advanced Microsoft Office skills, particularly Excel and PowerPoint

Nice to have:

  • Strong commercial mindset with effective communication, presentation, and interpersonal skills
  • ability to build strong relationships with internal stakeholders and external partners
  • Flexible, responsive, and self‑starting
  • demonstrated success operating in a complex, matrixed environment
  • Positive, partnership‑oriented approach grounded in a client‑first mindset
  • Experience supporting multiple initiatives across teams, with strong prioritization and execution capabilities
  • Genuine interest in quantitative analysis, with the ability to simplify complex information and deliver actionable insights
  • Experience with retail wealth management and/or asset management and established industry knowledge
  • Baseline expertise in models, ETFs, mutual funds, separate accounts and private markets
What we offer:
  • Annual discretionary bonus
  • healthcare
  • leave benefits
  • retirement benefits
  • strong retirement plan
  • tuition reimbursement
  • comprehensive healthcare
  • support for working parents
  • Flexible Time Off (FTO)

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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