Operations Associate

BlackRock•Chicago, IL

1d•$90,000 - $127,500•Hybrid

About The Position

Seeking a talented Sales, Client Service & Operations Analyst/Associate who will play a critical role in both driving growth and delivering a seamless experience for clients utilizing SpiderRock Advisors (SRA) option overlay strategies. This individual will partner closely with Sales, Portfolio Management, Operations, Compliance, Marketing teams, and partner custodians to ensure transparency, accelerate time to market, and deliver a high-quality client experience. The role combines consultative sales, relationship management, and operational execution with a focus on scaling adoption of SRA solutions while maintaining strong risk and process oversight. Role focus will be determined by the candidate’s background and strengths, with opportunities in either sales, onboarding/implementation or operations.

Requirements

1–4 years of relevant experience in financial services, preferably in Wealth or Asset Management
BA/BS degree required
SIE, Series 7 and 66 (or 63/65) licenses, or ability to obtain within 3–6 months
Strong client focus and relationship management skills
Consultative sales and advisor engagement experience
Ability to analyze complex information and deliver solutions
Excellent communication and presentation skills
Strong organizational and multitasking ability
Demonstrated problem-solving and sound judgment
High attention to detail
Experience with CRM tools (e.g., Salesforce), Microsoft Office, and Adobe Cloud

Nice To Haves

Knowledge of structured products, structured notes, or OTC derivatives is a plus
Understanding of options strategies and overlay solutions preferred

Responsibilities

Serve as a subject matter expert on SRA’s option overlay strategies, risk management, and portfolio enhancement solutions
Drive adoption of SpiderRock strategies across financial advisors and their clients
Create and deliver proposals and tailored solutions for prospective and existing clients
Provide ongoing advisor support, technical guidance, and portfolio reviews
Deliver presentations, webinars, and training sessions
Develop engagement campaigns, lead generation initiatives, and manage pipeline
Partner with marketing and investment teams to ensure consistent messaging
Manage end-to-end onboarding including account opening, documentation collection, and execution
Oversee documentation lifecycle across internal systems and Salesforce
Coordinate with stakeholders and custodians to ensure efficient account setup
Establish timelines, manage expectations, and ensure onboarding milestones
Manage escalations, implementation issues, and error resolution
Own onboarding experience and client satisfaction
Perform research to support product setup and documentation requirements
Identify opportunities to improve and scale processes
Maintain disciplined communication and status updates
Ability to provide support to the Trade Operations Team with regards to reconciliation and trade support
Identify, escalate, and resolve risk and process issues in a timely manner
Ensure compliance with internal controls and regulatory requirements
Maintain strong attention to detail across documentation and deliverables