Vice President, Institutional Client Solutions
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What you'll do
- Drive growth and defense of assets under management across assigned institutional relationships, consultants, and platform partners.
- Identify and articulate what differentiates SRA's derivatives and overlay solutions relative to competing approaches, tailoring positioning across product types and client archetypes.
- Partner with business development to convert prospects, expand existing mandates, and protect at-risk assets through proactive engagement.
- Lead the development of investment commentary, competitive comparisons, and educational content that increases adoption of SRA strategies.
- Own day-to-day relationships with institutional clients, consultants, and internal stakeholders, resolving questions independently and escalating only where warranted.
- Lead client review meetings, portfolio discussions, and diligence sessions alongside portfolio management, and independently where appropriate.
- Develop a thorough understanding of each client's objectives, constraints, and decision-making process, and position SRA within the client's broader portfolio.
- Serve as a subject matter expert across SRA investment strategies, options overlay solutions, portfolio construction methodologies, and implementation considerations.
- Analyze and explain portfolio performance, attribution, exposures, and trade activity, connecting outcomes to market developments and the portfolio management team's active views.
- Produce client-ready investment commentary, portfolio analytics, and performance materials.
- Own responses to RFPs, DDQs, consultant questionnaires, and platform diligence requests, supervising junior contributors as the team grows.
- Maintain and continually improve standard diligence content, investment messaging, and supporting materials.
What they're looking for
- 5-8 years of experience in asset management, institutional investment consulting, portfolio analytics, product strategy, or a related client-facing investment role.
- BA/BS degree required.
- Demonstrated commercial instincts and a track record of contributing to asset growth or client retention.
- Strong command of financial markets, portfolio construction, and investment management.
- Excellent written and verbal communication skills, with the ability to explain complex topics clearly to sophisticated audiences.
- Strong analytical, organizational, and problem-solving capabilities, with the ability to manage multiple competing priorities.
- Proven ability to work across functions and influence stakeholders without direct authority.
Nice to have
- Experience serving institutional investors, consultants, OCIOs, pension plans, endowments, foundations, RIAs, or wealth management platforms.
- Familiarity with equity, options, derivatives, overlay, or alternative investment strategies.
- Experience with portfolio analytics, attribution, performance reporting, or portfolio implementation.
- Prior experience mentoring or supervising junior team members.
- Knowledge of Python, SQL, Power BI, Excel, or other data and analytics tools.
- CFA designation or progress toward the CFA.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
About this role
Vice President, Institutional Client Solutions
SpiderRock Advisors, a BlackRock company
About this role
SpiderRock Advisors (SRA) is a Chicago-based asset manager specializing in listed derivatives, options overlay strategies, and separately managed accounts. We have built our platform serving RIAs, private wealth platforms, and family offices, and that foundation is now extending into the institutional market, where we are expanding our presence with asset owners, consultants, and platform partners.
We are seeking a Vice President, Institutional Client Solutions to lead client engagement across our institutional effort and act as the connective tissue between clients, portfolio management, sales, trading, and operations. This is a commercial, client-facing investment seat: the person in this role will help shape how SRA shows up institutionally, grow assets in a segment we are actively building, support and defend relationships across our wealth channel, and serve as a credible investment voice with CIOs, consultants, and platform partners.
Job Purpose
The successful candidate will own clients across the full relationship lifecycle: new business support and diligence, implementation, ongoing portfolio reviews, performance and attribution analysis, and strategic relationship management. They will develop into the firm's subject matter expert on SRA strategies for recurring client and consultant engagement, creating leverage for portfolio managers and senior business development professionals.
This role sits within a growing function. As the Institutional Client Solutions team scales, we anticipate supervisory and team-building responsibilities for the right candidate, including mentoring junior strategists and eventually managing analysts supporting the platform.
Key Responsibilities
Asset Growth and Retention
- Drive growth and defense of assets under management across assigned institutional relationships, consultants, and platform partners.
- Identify and articulate what differentiates SRA's derivatives and overlay solutions relative to competing approaches, tailoring positioning across product types and client archetypes.
- Partner with business development to convert prospects, expand existing mandates, and protect at-risk assets through proactive engagement.
- Lead the development of investment commentary, competitive comparisons, and educational content that increases adoption of SRA strategies.
Client Ownership
- Own day-to-day relationships with institutional clients, consultants, and internal stakeholders, resolving questions independently and escalating only where warranted.
- Lead client review meetings, portfolio discussions, and diligence sessions alongside portfolio management, and independently where appropriate.
- Develop a thorough understanding of each client's objectives, constraints, and decision-making process, and position SRA within the client's broader portfolio.
Investment Analysis and Portfolio Expertise
- Serve as a subject matter expert across SRA investment strategies, options overlay solutions, portfolio construction methodologies, and implementation considerations.
- Analyze and explain portfolio performance, attribution, exposures, and trade activity, connecting outcomes to market developments and the portfolio management team's active views.
- Produce client-ready investment commentary, portfolio analytics, and performance materials.
Diligence and New Business Support
- Own responses to RFPs, DDQs, consultant questionnaires, and platform diligence requests, supervising junior contributors as the team grows.
- Maintain and continually improve standard diligence content, investment messaging, and supporting materials.
Implementation and Process
- Partner with the onboarding team to shepherd new mandates and platform launches from signed agreement through trading readiness, maintaining client-facing visibility on status and open items.
- Anticipate and resolve implementation issues before they affect clients or launch timelines.
- Drive improvements to reporting, workflow, and automation that increase scalability across the client lifecycle.
Required Qualifications
- 5-8 years of experience in asset management, institutional investment consulting, portfolio analytics, product strategy, or a related client-facing investment role.
- BA/BS degree required.
- Demonstrated commercial instincts and a track record of contributing to asset growth or client retention.
- Strong command of financial markets, portfolio construction, and investment management.
- Excellent written and verbal communication skills, with the ability to explain complex topics clearly to sophisticated audiences.
- Strong analytical, organizational, and problem-solving capabilities, with the ability to manage multiple competing priorities.
- Proven ability to work across functions and influence stakeholders without direct authority.
Preferred Qualifications
- Experience serving institutional investors, consultants, OCIOs, pension plans, endowments, foundations, RIAs, or wealth management platforms.
- Familiarity with equity, options, derivatives, overlay, or alternative investment strategies.
- Experience with portfolio analytics, attribution, performance reporting, or portfolio implementation.
- Prior experience mentoring or supervising junior team members.
- Knowledge of Python, SQL, Power BI, Excel, or other data and analytics tools.
- CFA designation or progress toward the CFA.
Additional Information
- Series 7 and 63 required within six months of start date.
- Periodic travel required.
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 Disability.Assistance@blackrock.com. 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.Company
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