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

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.

• 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.