Vice President, : Vice President, Institutional Client Solutions

BlackRock•Chicago, IL

1d•$105,000 - $140,000•Hybrid

About The Position

SpiderRock Advisors (SRA) is seeking an investment professional to scale institutional client coverage across family offices, pension funds, and endowments by driving measurable improvements in client onboarding throughput, RFP win support, and ongoing service quality. This role is designed for a candidate coming from an investment seat who can translate portfolio construction, performance, and risk into clear client-ready analysis and messaging. Responsibilities span the full client lifecycle, from pre-mandate RFP and due diligence support through implementation and ongoing relationship management, partnering with Sales, Portfolio Management, and Middle/Back Office to deliver against defined service-level targets (e.g., onboarding cycle time, documentation accuracy, timeliness of deliverables, and issue resolution time). The successful candidate will apply strong analytical rigor to produce and explain investment and portfolio analytics (e.g., performance and risk drivers, attribution, exposures, and options strategy outcomes as applicable), track and report status and risk metrics, identify process bottlenecks, and implement controls to reduce errors and escalations. Knowledge of asset management operations is required; options expertise is preferred.

Requirements

3-6 years of experience and knowledge of institutional investor client segment
BA/BS Degree required
SIE, Series 7 and 66, or 63/65 licenses or the ability to obtain within the first 3-6 months of employment required
Experience in wealth/asset management and equities and options
Ability to review and analyze information from multiple sources and determine relevance
Experience with Microsoft Office Suite and Adobe Cloud Studio desired
Technical proficiency preferred, including Python, SQL and relational databases, and applied AI/ML tools for data analysis and workflow automation
Experience with Salesforce a plus
Independently identify issues, analyze problems and provide viable account and documentation solutions
Demonstrate creative problem solving and solid judgment/decision-making

Nice To Haves

CFA and/or MBA preferred
options expertise is preferred

Responsibilities

Partner with Sales and senior management team on institutional RFPs, DDQs, and consultant inquiries by producing data-driven responses, including portfolio construction, performance, risk, and options strategy analytics
Building, operating and productizing bespoke analytics applications (e.g., Monte Carlo simulations) and managing derivatives strategy back testing.
Own and improve the end-to-end client documentation lifecycle by implementing controls, tracking quality metrics (accuracy, rework, timeliness), and reducing exceptions and escalations
Conduct product and account setup research by defining data, trading, reporting, and operational requirements; validate inputs in internal systems; and leverage SQL and Python as needed to reconcile data and support implementation
Develop client-ready investment materials for proposals and reviews, including performance and risk attribution, exposure and positioning summaries, and strategy outcome analysis in partnership with Portfolio Management
Manage delivery against service-level timelines by maintaining implementation dashboards, driving ownership and follow-through, and coordinating issue triage, escalation, and root cause resolution
Identify, assess, and escalate investment and operational risks by monitoring key indicators, documenting action plans, and ensuring timely resolution and clear audit trails
Set and manage stakeholder expectations by building implementation plans, defining dependencies, validating required data and documentation inputs, and communicating progress and risks
Own the onboarding and ongoing client experience, including coordinating investment review cadence, preparing meeting materials, and responding to portfolio, performance, and risk questions with quantitative support
Maintain disciplined internal communication via structured status reporting, action item tracking, and selective workflow automation using Python, SQL, and applied AI tools where appropriate