VP/Director, Investment Solutions/Portfolio Consulting

About this role BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management, and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. BlackRock’s iShares is the #1 Exchange Traded Fund (ETF) provider globally. With more than 25 years of ETF innovation and expertise, iShares is a trusted leader in the ETF industry. We serve investors of all sizes, including advisors, individual investors, wealth managers, banks, asset managers, pensions, and insurers. The platform offers clients a comprehensive range of products that provide precise, transparent and cost-efficient access to a full range of asset classes and global markets. Role and Team Overview The Head of Portfolio Consulting & Strategy will be responsible for servicing and growing strategic partnerships in the Canadian financial advisory market. This role reports to the Americas Head of Portfolio Consulting. The broader Americas Portfolio Consulting team is an investment team specializing in building custom investment solutions for the wealth advisory market and institutions using ETFs and other solutions. Consultants are client-facing specialists who work alongside distribution teams to (i) lead engagements that diagnose client investment challenges and shape solutions and (ii) deliver portfolio construction insights informed by research and macroeconomic views. In addition to the advisory market, the team also supports select institutional partnerships. Primary Responsibilities Partnering with the ETF specialists to integrate Portfolio Consulting as a key driver of sales through engagements that target discretionary advisory practices. Responding to client consulting requests by crafting robust portfolio analyses. Types of requests include, but are not limited to, returns-based style analysis, holdings-based risk factor analysis, stress testing evaluations, and tracking error optimization. Participating in client conference calls by delivering a high level of market knowledge and constructing efficient and thoughtful investment solutions to improve engagement and influence with advisors, while considering current economic conditions and our firm’s investment views. Combining market insights with firm views to deliver impactful thought leadership addressing whole-portfolio implementation for Canadian clients. Synthesizing portfolio research, client acumen, and macroeconomic insights into compelling client content, and establishing a local voice in the market through the delivery of presentations at in-market events, conferences, and small meetings. Partnering with teams across the firm to leverage best practices, expertise, and tools to enhance local production capabilities, create additional capacity, and build scale. Developing and implementing the channel business strategy, including the delivery of existing objectives, strategically applying technology to build scale, and embarking on new and innovative initiatives. Supporting positive sales results within defined client territories and focus strategies. Continually expanding and deepening the investment, portfolio construction, and product suite knowledge base, and seeking ways to improve relevance to clients. Providing day-to-day leadership and mentorship to support local delivery and execution. Skills & Qualifications CFA designation is required for this position Strong interpersonal and relationship-man ... (truncated, view full listing at source)