SMA Business Development Associate

About this role

Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this role We are looking for a Business Development Associate who will primarily support our team in the East Region. This is a great opportunity to work for a growing investment management firm. The primary responsibility of the Business Development Associate is to serve as a day-to-day liaison internally with our East Region business development team and externally with our clients. Accordingly, the ideal candidate will have excellent problem-solving skills, a high degree of attention to detail, and strong organizational and analytical abilities. They will also be highly proficient in Microsoft Office applications (particularly Excel and PowerPoint), be familiar with Salesforce (or other customer relationship management [CRM] software), and be able to manage and prioritize multiple tasks with clients and colleagues. We work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, SMA Solutions is the place for you. Key Responsibilities Support internal and external sales initiatives for the business development team, including: Providing sales and support for our clients and prospects in the East part of the United States Scheduling and managing client calls and meetings (trip planning, handling client-/prospect-facing logistics such as confirming, calendaring, and prepping materials and background) Administering and organizing client/prospect road shows Responding to telephone and email inquiries and effectively discussing Aperio’s product offerings Distributing marketing and research materials, as appropriate, to clients and prospects Liaising with our portfolio management, operations, and process engineering teams to drive responsive and high-touch client and prospect service to help us broaden and deepen our relationships Collaborating on projects with the other Business Development Associates from all regions Manage Salesforce tasks, including:

Servicing and cultivating client relationships, such as scheduling and documenting client reviews Creating detailed documentation of all calls, meetings, and emails from the team and coordinating appropriate follow-up Keeping all client-level information current and relevant Tracking progress and status of all new business opportunities (opportunity management) Creating and maintaining prospecting campaign lists Managing and maintaining a thorough and detailed database to ensure the most efficient use of information Segmenting contacts to allow for more targeted outreach Effectively identifying firms and key contacts (prospects/influencers)—reactively and proactively Producing ongoing sales reporting metrics for analytics and forecasting Developing an extensive knowledge of the firm’s offerings and client base

Representing the company in a professional, positive manner and consistently maintaining an appropriate level of confidentiality Undertaking other duties as assigned Qualifications: Bachelor’s degree in Finance preferred Five-plus years of work experience, with minimum of two years of industry experience preferred Excellent people skills, including the ability to both ask relevant questions and exhibit effective listening Professional demeanor with a positive attitude Self-motivation and the ability to work both independently and in a collaborative manner Excellent verbal and written communication skills Strong organizational and time-management aptitude, including experience managing projects and processes Acute attention to detail; strong proofing skills for text, data, and graphics Efficiency and process orientation Experience utilizing Salesforce or other CRM software Highly proficient in the use of Microsoft Word, Excel, PowerPoint, Outlook, and Adobe Acrobat For Princeton, NJ and Philadelphia, PA Only the salary range for this position is USD$100,000.00 - USD$135,000.00 . 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

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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.

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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 click.appcast.io. All requests are treated in line with our

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