Director, Business Strategy and Planning

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 of our clients, from wirehouses and wealth advisors to family offices to endowments and foundations.

The SMA Solutions COO team is dedicated to

PROPELLING

the SMA Solutions strategy;

PARTNERING

with the business on strategic initiatives while collaborating to ensure the right people are talking about the right things; and performing

OVERSIGHT

to ensure robust risk controls. Further, we are responsible for ensuring the overall health of the business through oversight of budget, forecast, expense and talent management processes. Reporting to the COO of the business, in this role you will play a key role in driving the strategic plan for the business, developing key narratives and analytics to help support and propel the strategy forward.

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

Lead Development and Tracking of Strategic Priorities:

Lead the annual planning process across the business including development of strategic objectives and financial targets

Partner with FP&A on budget and forecast processes

Cascade strategic plan and build understanding across

Monitor strategic objectives, measure progress across the business and communicate out

Presentations, Reporting and Analysis:

Articulate progress, challenges, and opportunities for business reviews and/or strategic funding requests

Aid senior management in organizing and producing presentation material

Coordinate across the organization to provide content and commentary for reporting deliverables

Assist in formulating business intelligence, insights and analytics

Translate sophisticated views and opinions into straightforward analyses

Oversee agendas and content for town halls, strategy workshops and other large group meetings

Qualifications

BA/BS degree required

10+ years experience in financial services or similar role

Advanced Excel and PowerPoint skills

Strong analytical, writing, organizational and problem-solving skills

Ability to produce management-level quality presentations and robust Excel models (forecasting, sensitivity analysis, summaries)

Effective project management capabilities with the ability to manage timelines and monitor progress across different working groups

Comfort with ambiguity

Experience working horizontally at all levels of seniority to build relationships with key partners to drive execution

Flexible, responsive, and self-starting personality with keen attention to detail

Demonstrated experience working both independently and as part of a team in a highly collaborative environment

Strong communication and interpersonal skills, including ability to deliver presentations, coordinate with team members and senior leaders across the firm

For SAU - 3 Harbor Dr, Suite 204, Sausalito, CA Only the salary range for this position is USD$190,000.00 - USD$240,000.00 . 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.

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 (http://careers.blackrock.com/)

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BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer.

We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.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.