BlackRock Logo

BlackRock

Investment Operations Specialist, US Wealth Advisory - SMA, Vice President

Posted Yesterday
Be an Early Applicant
In-Office
Mumbai, Maharashtra
Senior level
In-Office
Mumbai, Maharashtra
Senior level
Lead the India SMA Operations team, overseeing client onboarding and operational execution for managed accounts, while collaborating with global stakeholders.
The summary above was generated by AI

About this role

Team and Role Overview

BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking a Vice President of SMA Operations to lead our India-based team. This leader will oversee a cross-functional group focused on seamless client onboarding and operational execution for managed accounts. The role involves close collaboration with global stakeholders and a relentless pursuit of innovation, automation, and a client first approach.

Key Responsibilities

  • Lead and grow the India SMA Operations team with a focus on operations support, scalability, and client delivery. Drive scalable growth, identifying process gaps and designing future-ready workflows that balance risk control, automation, and continuous improvement.
  • Drive seamless onboarding and service for managed accounts by partnering with global stakeholders across Sales, Portfolio Management, and Relationship teams.
  • Ensure daily operational oversight of account reconciliation, proxy voting, corporate actions, and custodial data management.
  • Act as the central bridge between India and US teams, establishing clear communication and fostering alignment on business priorities.
  • Strengthen external partnerships with custodians, brokers, banks, and vendors, resolve operational issues swiftly and maintain trusted relationships on behalf of the firm.
  • Develop and implement operational metrics to evaluate team performance, project future needs, and inform resource planning.
  • Represent India Operations at senior leadership forums, contributing market relevant insights, sharing progress against objectives, and championing initiatives that enhance the client and employee experience.
  • Model BlackRock’s principles including fiduciary mindset, excellence, innovation, and global collaboration in every decision and interaction.
Qualifications
  • 10-12+ years of experience in investment operations, client onboarding, or asset management, with at least 5 years in a management role.
  • Deep understanding of platforms, custodial services, trade settlement, and reconciliation processes.
  • Strong working knowledge of Aladdin reconciliations is required.
  • Knowledge of Salesforce, and accounting systems is a plus.
  • Track record of operational improvement, including automation, scalability, and risk mitigation.
  • Self-motivated, creative thinker with a solutions-oriented approach to problem-solving.
  • Excellent written and verbal communication skills.
  • Passion for client-centric service, continuous learning, and modeling leadership behaviors.

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.

Top Skills

Accounting Systems
Aladdin
Salesforce

Similar Jobs at BlackRock

3 Hours Ago
In-Office
Mumbai, Maharashtra, IND
Junior
Junior
Big Data • Cloud • Fintech • Financial Services • Conversational AI
The Adobe Target Specialist will design and execute email campaigns, manage A/B testing, analyze performance, and collaborate with cross-functional teams to optimize digital marketing strategies.
Top Skills: Adobe AnalyticsAdobe Experience PlatformAdobe LaunchAdobe TargetCSSCustomer Journey AnalyticsHTMLJavaScriptOracle Eloqua
Junior
Big Data • Cloud • Fintech • Financial Services • Conversational AI
The role involves developing and validating financial models for securitized products, enhancing analytical capabilities, and managing project workflows while collaborating with various teams.
Top Skills: Azure DevopsC++LinuxPower BIPythonRSQLXML
Yesterday
In-Office
Mumbai, Maharashtra, IND
Senior level
Senior level
Big Data • Cloud • Fintech • Financial Services • Conversational AI
The role involves conducting independent research, evaluating investments, preparing reports, and contributing to investment strategies for the India market.
Top Skills: BloombergExcelPythonSQLTableauVBA

What you need to know about the Pune Tech Scene

Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account