• Vice President, SMA Product Strategist

    BlackRock (San Francisco, CA)
    …all aspects of the SMA business Requirements: + 7-10 years of relevant asset management industry experience with SMA experience preferred + Knowledge of ... exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...Product, US Wealth, Portfolio Management , and Institutional client teams to ensure appropriate positioning of SMA… more
    BlackRock (07/18/25)
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  • Regional Director, Wealth and Asset…

    Charles Schwab (San Diego, CA)
    …Consultants in the defined territory to facilitate growth of Schwab Asset Management (SAM) and Third Party SMA offerings + Develop a deep understanding ... **Your opportunity** **Regional Director, Wealth and Asset Management Solutions -** **Southern California**...+ Excellent oral and written communication skills. + Excellent client relationship management and marketing/sales skills. +… more
    Charles Schwab (07/22/25)
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  • Market Leader/External Wholesaler - Vice President

    BlackRock (San Francisco, CA)
    …required. . 7+ years of experience in a business development/sales role focusing on asset management or wealth management . . Strong territory management ... and financial advisors and is responsible for all aspects of the client relationship and for driving sales through multiple channels, including RIAs, Independents… more
    BlackRock (07/20/25)
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