About this role
Job Description: Offshore Wealth ā Manager Research (Associate, New York)
About this role
- The Offshore Wealth Manager Research team sits at the center of the business, driving strategy, business development, and client sales enablement with U.S.-based Wealth Management firms serving global investors. The team partners closely with Market Leaders, Sales Desk, Product, Portfolio Management, Marketing, Legal, and Operations to scale the Offshore Wealth platform across the Americas.
- This role is responsible for helping shape and execute the Offshore Wealth growth agenda, with a focus on expansion of investment solutions, platform and product due diligence, product selection, and model delivery. The role blends strategic thinking, investment expertise, and commercial execution, acting as a force multiplier for field sales and a key interface with internal product partners.
- This Manager Research role is a strategic pillar for Offshore Wealthāshaping what the business brings to market, how it is delivered on platforms, and how effectively it is positioned with advisors serving global clients. Success in this role directly impacts solution adoption, AUM growth, and the scalability of the Offshore Wealth franchise.
Primary Responsibilities
- Partner with Offshore Wealth leadership to define and execute business growth priorities across client firms.
- Lead platform due diligence, product reviews, and product selection processes with U.S. wealth platforms, private banks, and broker-dealers.
- Drive client business development, including managing client relationships, execute commercial plan.
- Work closely with Market Leaders and the Sales Desk to enable client conversations, including platform availability, portfolio construction frameworks, and competitive positioning.
- Serve as a subject-matter expert across the Offshore Wealth investment platform, including ETFs, mutual funds, SMAs, Private Markets.
- Develop an understanding of client needs and help identify opportunities where BlackRockās capabilities can deliver value.
- Manage recurring client deliverables and track business opportunities, team priorities, and progress against strategic goals.
- Build effective working relationships with internal partners (PMs, sales, product, marketing, legal/compliance, RFP).
- Synthesize and communicate client insights, platform trends, and market intelligence.
- Travel as needed for client meetings and events.
Skills
- Interest in financial markets and familiarity with investment products. Resourceful team player who is also capable of working independently.
- Strong relationshipābuilding skills across functions.
- Exceptional work ethic, analytical ability, and problemāsolving skills; intellectually curious and dataācomfortable.
- Strong project management and organizational skills.
- Ability to operate effectively under pressure and tight deadlines.
- High energy, adaptable, detailāoriented, and committed to excellence. Clientācentric mindset with professional presence.
- Excellent written and verbal communication skills.
Position Requirements
- 3ā6 years of experience in the investment industry or related field; relationship management or sales experience preferred.
- BA/BS degree required.
- Series 7 and 63/65 or 66 required.
- Clean compliance record with no prior restrictions related to product distribution.
For New York, NY Only the salary range for this position is USD$110,000.00 - USD$150,000.00 . 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
BlackRockās 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 ā 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.Ā Our clients, and the people they serve, are saving for retirement, paying for their childrenās 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 ā the one we make in our employees. Itās why weāre 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: @blackrockĀ | LinkedIn:Ā www.linkedin.com/company/blackrock
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.Ā View theĀ EEOCās Know Your Rights poster and its supplementĀ and theĀ 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 ourĀ 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.