Director, Americas OCIO Client Business Sales & Relationship Management

BlackRock Ocio Client Business Practice

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. The Americas Institutional Businesses (AIB) is responsible for developing and maintaining relationships across the full range of institutional investors in the US, Canada, and Latin America.

Summary: The successful candidate will be responsible for leading client engagements and sales/prospecting coverage, including developing and executing strategic partnerships and OCIO relationships with clients focused on our whole portfolio and outsourced investment capabilities. They will be responsible for building and owning the full lifecycle of OCIO client relationships, including prospecting, developing strong client relationships through the delivery of strategic advisory services, marketing and thought leadership, to the leadership of RFP responses, presentations, and onboarding and ongoing client oversight.

Key Responsibilities

• New business identification: Enhance existing prospecting strategy, develop deep, trusted relationships with clients seeking to understand their objectives, constraints, and governance requirements. Collaborate with colleagues to identify and target prospective OCIO clients.
• Business development: Deliver BlackRock's capabilities including ownership of full sales process from opportunity identification through onboarding. Responsibility for and oversight of the business RFP process – working with the RFP team, investment team and relationship management colleagues. Develop superb messaging in later stages of new client development process.
• Onboarding and oversight: Partner with clients and investment teams to design and implement client-centric solutions that meet and exceed objectives, manage alignment across key client stakeholders and internal partner teams.
• Thought leadership and brand development: Assistance in converting key sales messages into creative marketing collateral. Feedback of success stories and learning points for future meetings.

Additional Focus Areas

• Identification of improvements which could be made to the current OCIO offering.
• Working with senior stakeholders across the business to improve our OCIO proposition.
• Represent the needs of the OCIO business internally and externally, including areas related to product development and thought leadership.
• Enhance conference strategy via internal and external client forums and industry events.
• Networking within the industry to promote our OCIO proposition.

Key Requirements

• Passion for solving client challenges via whole-portfolio solutions with strong integrity and ethics
• Strong understanding of the global OCIO and fiduciary market, institutional investment marketplace, and competitive landscape.
• Business development acumen and track record, additional investment experience a plus
• Effective team player: embrace of our culture working across teams and levels constructively
• High level of self-motivation
• 10+ years of experience working with institutional clients.
• BA/BS degree in related field – MBA/CFA/CAIA highly desirable
• Has, or is willing to obtain, the series 7, 63, and 3 licenses.
• Ability to build consensus and to influence both internally and externally.
• Excellent communication skills, highly articulate and able to tailor communication style to the audience.

Skills & Competencies

• Solid understanding of asset classes and markets including equities, fixed income, alternatives, and technology
• A self-starter who can proactively develop large number of deep relationships
• Ability to prioritize and manage time, workload, and projects effectively.
• Can demonstrate a strong understanding of client issues, proactively position appropriate capabilities, and offer timely solutions.
• Able to analyze client needs and work with internal stakeholder teams to provide resolution.
• Team player – able to demonstrate a collaborative approach to partnering with peers and lead Account Managers, to share and develop ideas & approaches with a view to enhancing client relationships.
• Passion for relationship management and leadership

For New York, NY only the salary range for this position is USD$200,000.00 - USD$270,000.00. 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.

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.

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.