Vice President, Client Solutions Group

About this role Black. Rock Overview: Black. Rock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of Q2 2026, Black. Rock’s AUM was $15+ trillion. Black. Rock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, i.

Shares® (exchange-traded funds), and other pooled investment vehicles across public and private markets. Black. Rock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through Black. Rock Solutions®. The firm has approximately 24,000 employees in more than 40 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa.

For additional information, please visit the Company’s website at www.blackrock.com | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock Business Unit Overview: The Americas Institutional Businesses (AIB) is responsible for developing and maintaining relationships with sophisticated institutional investors.

Across the US, Canada and Lat. Am, AIB is focused on helping defined contribution (DC) plans, pensions, universities, non-profits, family offices, healthcare systems and other institutional investors meet their financial goals and serve their constituents and communities. We are comprised of teams of professionals with expertise spanning many functions working together to meet the unique needs of our clients including relationship management, marketing, sales, client service, and product development and management.

Professionals within AIB work together to deliver a full range of asset management, risk management and advisory services supporting our clients’ investment objectives.

About the Team

The Client Solutions Group (CSG) within Americas Institutional Business (AIB) partners with sophisticated institutional and wealth clients across the U.S., Canada, and Latin America to deliver portfolio analysis, investment solutions, and industry thought leadership. Leveraging Black. Rock’s global investment platform, technology (including Aladdin), and product suite, CSG supports clients in making better-informed portfolio decisions aligned with their long-term objectives.

Role Overview: The Vice President, Portfolio Consulting will serve as a partner to sales teams, and senior consultants and clients, by leading the development of portfolio analyses and solutions; serve as product/investment specialist for client discussions. The role combines portfolio construction, risk analysis, and product expertise, with opportunities to contribute to scalable thought leadership and client research.

Key Responsibilities

Develop and deliver custom portfolio analyses and diagnostics, including risk/return analysis, factor and holdings analysis, scenario and stress testing, attribution, and portfolio optimization. Participate in client meetings and conference calls in preparation for and, in completion of client projects. Partner closely with sales teams and senior consultants to support client discussions, shape investment solutions, and drive adoption of Black.

Rock products through a solutions-led approach. Manage a pipeline of client projects, coordinating scope, timelines, and delivery in collaboration with sales and CSG partners. Leverage Aladdin and internal portfolio construction tools to deliver scalable, high-quality analytics and improve efficiency across the consulting process.

Contribute to peer analysis, and thought leadership, supporting client engagement and commercial initiatives. Disseminate investment, portfolio construction, and product knowledge across sales, marketing, and client teams through presentations, materials, and ad hoc support. Build strong partnerships across internal stakeholders, including product strategists, investment teams, and technology partners.

Required Qualifications & Experience: 5+ years of experience in portfolio management, investment research, or investment consulting. Strong foundation in portfolio construction, asset allocation, and risk modeling, with the ability to translate complex analysis into clear, client-ready insights. Experience in working with various institutional client types (Pension, Taft-Hartley, Endowments, Foundations, Healthcare, Wealth, etc.)

Bachelor’s degree in a quantitative or analytical discipline (finance, economics, engineering, mathematics, or similar). CFA progress or advanced degree is a plus. Advanced Excel skills; experience with Aladdin is a strong plus. Programming or data skills (e.g., VBA, Python, SQL) preferred. Solid understanding of financial markets across traditional, multi-asset, and alternative investments.

Ability to thrive in a fast-paced, client-driven environment, managing multiple deliverables under tight timelines. Strong problem-solving skills, attention to detail, and intellectual curiosity. Has, or is willing to obtain, the series 7and 63 licenses. For San Francisco, CA Only the salary range for this position is USD$150,000.

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• USD$200,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. Black. Rock 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 Black. Rock’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 Black. Rock. Guidance on AI use for candidates At Black. Rock, 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 Black. Rock At Black. Rock, 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 Black. Rock, please visit Careers.Black. Rock.com . We also encourage you to get to know us on LinkedIn , Instagram , YouTube , X , and Tik. Tok . Black. Rock 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 . Black. Rock 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 Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy . We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.Black. Rock 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.