Sales/Client Service/Onboarding/Operations Associate

About this role

Job Description

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.

Key Responsibilities

Sales and Client Engagement

• 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

Client Onboarding & Implementation

• 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

Operational Execution & Process Improvement

• 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

Risk Management & Accountability

• 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

Key Qualifications

• 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

Core Competencies

• 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

Technical & Industry Skills

• Experience with CRM tools (e.g., Salesforce), Microsoft Office, and Adobe Cloud
• Knowledge of structured products, structured notes, or OTC derivatives is a plus
• Understanding of options strategies and overlay solutions preferred

For Chicago, IL Only the salary range for this position is USD$90,000.00 - USD$127,500.00 . 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.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

About 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.

To learn more about BlackRock, please visit Careers.BlackRock.com . We also encourage you to get to know us on LinkedIn , Instagram , YouTube , X , and TikTok .

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. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email View email address on aiapply.co. All requests are treated in line with our privacy policy .

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.