About this role
Team Overview
BlackRock SMA Solutions enables customized portfolio construction across Direct Indexing, Active Fixed Income, Active Equity, and Multi‑Asset strategies. The team partners closely with Sales, Portfolio Management, Product, and Technology to deliver scalable, controlled, and client‑focused SMA experiences.
This role sits at the intersection of SMA Operations and Technology Transformation. You will help modernize and scale operational workflows by partnering with Operations, Product, and Engineering to translate business needs into well‑defined requirements, process improvements, and technology solutions. Salesforce will be a primary platform in scope, but the role is intentionally broader: the team will leverage this resource across multiple transformation initiatives (systems, data, controls, reporting, and automation).
Salesforce Transformation – Key Responsibilities
- On behalf of SMA Operations, partner with Product Management, Technology, Business Development, and Portfolio Management teams, to understand business goals, pain points, and end‑to‑end workflows, and translate them into clear requirements and delivery plans.
- Drive process and technology analysis to identify gaps, inefficiencies, and legacy constructs that must be simplified, redesigned, or scaled for new products, higher volumes, and evolving client needs.
- Support cross‑platform solutioning across the SMA operating ecosystem (e.g., Salesforce and adjacent tools/systems), including workflow design, data model considerations, controls, and reporting.
- Develop business cases, problem statements, and “current state vs. target state” documentation; coordinate stakeholder alignment and define success metrics for initiatives.
- Support the design and implementation of Salesforce enhancements, including objects, validation rules, permissions, automation, reporting, and dashboards aligned to Active SMA workflows.
- Act as a business-facing Salesforce SME, providing guidance on how system changes impact onboarding, servicing, governance, and controls.
- Assist with testing, validation, and rollout activities, ensuring changes are productionready and do not introduce operational or compliance risk.
- Contribute to documentation, training materials, and internal enablement to support adoption across global SMA Operations teams.
- Balance daytoday operational support with participation in longerterm transformation initiatives.
- Liaise with senior stakeholders and leadership in weekly and monthly forums to provide updates on progress, risks, and dependencies.
Qualifications
- 1–3+ years of experience in operations transformation, business analysis, or platform support, preferably within financial services or wealth management.
- Strong working knowledge of Salesforce data models, permissions, workflows, automation, and reporting, with the ability to reason through complex business use cases.
- Experience supporting or partnering with operations and client onboarding teams, with an understanding of how systems enable front to back workflows.
- Ability to translate business requirements into system logic, and to explain technical concepts clearly to nontechnical stakeholders.
- Familiarity with investment products or SMA workflows is a strong plus.
- Familiarity with system integrations and cross‑platform dependencies.
- Knowledge of Aladdin, Salesforce, or adjacent operational systems is preferred.
- Technical skills in Python, SQL, JavaScript, or VBA are a plus, particularly for analysis, reporting, or automation use cases.
- Selfmotivated, detailoriented, and comfortable operating in a fastpaced, evolving environment.
- Strong written and verbal communication skills, with confidence engaging across geographies and seniority levels.
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.
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.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
