Vice President, Client Solutions Group Greater San Francisco, CA Area
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About the Role
Greater San Francisco, CA Area (Hybrid)(San Francisco, California)
The Company is seeking a Vice President for its Client Solutions Group within the Americas Institutional Business. The successful candidate will be a key partner to sales teams, senior consultants, and clients, leading the development of custom portfolio analyses and solutions. This role requires a strong foundation in portfolio construction, asset allocation, and risk modeling, with the ability to translate complex analysis into clear, client-ready insights. The Vice President will also be responsible for managing a pipeline of client projects, participating in client meetings, and contributing to thought leadership and client research. A background in portfolio management, investment research, or investment consulting, with at least 5 years of experience, is essential. The candidate should have a Bachelor's degree in a quantitative or analytical discipline, with advanced degrees or CFA progress being a plus. Advanced Excel skills are required, and experience with Aladdin is a strong advantage. The role demands a solid understanding of financial markets, the ability to work with various institutional client types, and a proactive, client-driven approach. Applicants for the Vice President position at the company should be adept at problem-solving, detail-oriented, and intellectually curious. The role is fast-paced and requires the ability to manage multiple deliverables under tight timelines. Strong communication skills are necessary for disseminating investment, portfolio construction, and product knowledge across various teams. The ideal candidate will have a background in programming or data skills, such as VBA, Python, or SQL, and be willing to obtain the series 7 and 63 licenses. The company is an equal-opportunity workplace and is committed to providing a diverse and inclusive environment for all employees.
Functions:
- Sales/Revenue
- Data Management/Analytics
Compensation
USD $150,000-$200,000 (salary) per year
About the Company
Successful asset management & financial services firm
Industry
Financial Services
Type
Public Company (BLK)
Age
employees
10,001+
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