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About the Role
Blackstone Private Wealth was established to answer the growing demand for Blackstone products from high-net worth investors. This role partners with leading private banks and wealth management firms to deliver Blackstone's alternative product capabilities, providing education, training, and support.
Responsibilities
- Field operational inquiries from Financial Advisors & internal sales teams on Blackstone investment offerings.
- Liaise with Blackstone business units, transfer agents, and other third-party service providers for client inquiries, problem resolutions, and reconciliations.
- Manage projects across various groups within Blackstone Private Wealth to enhance collaboration and efficiencies.
- Identify and document operational procedures for ongoing fund maintenance on various platforms.
- Develop a strong understanding of distribution partners’ operational platforms and processes, becoming the expert for advisors.
- Assist Financial Advisors with problem resolution for account opening, maintenance, onboarding, servicing, and client retention.
- Assist in ad hoc projects and research to support Blackstone Private Wealth business initiatives.
Requirements
- Bachelor's Degree
- 3+ years of financial industry experience
- Strong Excel skills
- Strong verbal and written communication skills
- Attention to detail and accuracy
- Strong problem analysis and resolution skills
- Ability to identify and summarize issues and recommendations
- Ability to work efficiently in a deadline-driven environment
- Ability to manage multiple projects simultaneously
- Ability to work independently in a team-oriented environment
- Adaptable and collaborative
- Strong understanding of the high net worth and Financial Advisor operating model
- Develop strong working relationships with colleagues, teams, and clients
Skills
- Excel
- Verbal communication
- Written communication
- Attention to detail
- Problem analysis
- Problem resolution
- Project management
- Adaptability
- Collaboration
Location
- San Francisco
Work Type
- Full-time
Experience Level
- 3+ years
Education Level
- Bachelor's Degree
Salary/Compensations
- $130,000 - $175,000
Benefits
- Comprehensive health benefits (medical, dental, vision, FSA)
- Paid time off
- Life insurance
- 401(k) plan
- Discretionary bonuses
- Potential eligibility for equity and other incentive compensation
About the Company
- Blackstone is the world’s largest alternative asset manager, seeking to deliver compelling returns by strengthening portfolio companies.
- Assets under management exceed $1.3 trillion across global investment strategies including real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries, and hedge funds.
- Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X (Twitter), and Instagram.
Equal Opportunity
- Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.
- This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training.
- All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.
- Blackstone will consider for employment qualified applicants with arrest and conviction records, consistent with the San Francisco Fair Chance Ordinance.