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Location

San Francisco, CA | United States

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Job description

Description

About this role

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations.

We are looking for a highly organized and collaborative Client Contracts Associate to support our growing SMA & Models Contracting team based in Princeton, San Francisco, and Sausalito. You will collaborate with fellow Client Contracts Associates to harmonize our contracting processes across the SMA Solutions business unit to move to a single platform/process.  As a Client Contracts Associate, you will be responsible for processing contracts to onboard new advisory relationships and modifying agreements as needed for existing relationships. You will work closely with Sales, Legal, and other internal stakeholders to ensure that contracts balance commercial outcomes and compliance with fiduciary and regulatory obligations. The ideal candidate will possess exceptional organizational and interpersonal skills and the ability to manage and prioritize multiple tasks simultaneously under tight deadlines.

We work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, SMA Solutions is the place for you.

Key Responsibilities

• Draft, negotiate, and review standard client investment advisory agreements, sub-advisory agreements, terms of use, and amendments.
• Coordinate contract reviews and approvals across business functions as necessary (e.g., Sales, Legal, Operations, Portfolio Management, Billing, etc.).
• Research and respond to external client contract-related inquiries and resolve issues in a timely and professional manner, escalating to Legal and senior business stakeholders as appropriate.
• Support maintenance and day-to-day administration of our contract life cycle management system and document repository (DocuSign CLM), including tracking of contract terms, amendments, and relationship-specific forms.
• Document and maintain contract processes and participate in projects to enhance the client contracting experience, streamline and scale processes, reduce errors, and support the firm’s growth.
• Develop and maintain a contract playbook and approval framework in partnership with the Client Operations and Legal teams.
• Assist with providing onboarding training related to contract topics for business and operational personnel.
• Perform other projects and tasks, as assigned.

Qualifications

• Bachelor’s degree or equivalent required; paralegal certification or coursework a plus
• At least three years of experience as a contracts manager or administrator, paralegal, legal assistant, or equivalent in an in-house environment or law firm
• Some experience in the asset management industry, with knowledge of investment management and sub-advisory agreements preferred
• Comfort and experience working with contract life cycle management platforms (familiarity with DocuSign CLM is a big plus)
• Proficiency with Microsoft Office and Adobe Acrobat, and familiarity working in CRM systems such as Salesforce
• Ability to work independently and manage workload in a fast-paced environment with some guidance and oversight
• Demonstrated strong work ethic and a willingness to do what it takes to solve complex problems and/or resolve complex client requests
• Excellent attention to detail and a high degree of accuracy and consistency
• Exceptional interpersonal and communication (verbal and written) skills, including the ability to tailor your message for different audiences
• Considerable tact and discretion when dealing with client or sensitive data and maintaining strict confidentiality
• Possession of a growth mindset, always seeking areas for improvement
• High level of self-awareness and integrity; ability to take and give constructive criticism with humility, introspection, and respect
• Willingness to embrace challenges that come with working in a high-growth environment

For California only the salary range for this position is $0 – $0. Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, 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

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.

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Job tags

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Salary