Associate, Whole Portfolio Product Strategy

About this role

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.

Whole Portfolio Associate/VP Responsibilities:

• 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.

Qualifications & Experience:

• 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

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

For New York, NY Only the salary range for this position is USD$110,000.00 - USD$150,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, 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 [email protected]. 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.