Associate, Whole Portfolio Product Strategy

BlackRock • New York, NY

13d • $110,000 - $150,000 • Hybrid

About The Position

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.

Requirements

• 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
• 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

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.

Benefits

• employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits
• strong retirement plan
• tuition reimbursement
• comprehensive healthcare
• support for working parents
• Flexible Time Off (FTO)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level