The board
- Hours
- Full time
- Where
- Princeton, NJ
- Apply by
- End Date: November 20, 2026
- Posted
- 5 days ago
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.
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.
What you'd do
- 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
- 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
What they want
- 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
- Starts
- 2026-09-30