In addition, the successful candidate must meet the following qualifications:
Bachelor's Degree
2+ years of financial industry experience
Series 7 and Series 63, preferred
Strong Excel skills
Strong verbal and written communication skills
Attention to detail and accuracy
Strong problem analysis and resolution skills
Identify and summarize issues and recommendations
Work efficiently in a deadline driven environment
Manage multiple projects simultaneously
Work independently in a team‐oriented environment
Adaptable and collaborative
Strong understanding of the high net worth and Financial Advisor operating model
Knowledge of alternative investment funds and operational terms is helpful
Develop strong working relationships with colleagues, teams, and clients
San Francisco Applicants: Blackstone will consider for employment qualified applicants with arrest and conviction records, consistent with the San Francisco Fair Chance Ordinance.
The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.
Expected annual base salary range:
$100,000 - $130,000
Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock optionsPerformance bonus
Additional Information
Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com . Follow @blackstone on LinkedIn , X , and Instagram .
Blackstone Private Wealth was established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.
Specific responsibilities include:
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 relating to client inquiries, problem resolutions, and reconciliations.
Project management 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 strong understanding of distribution partners' operational platforms and processes and become resident Blackstone expert for advisors.
Assist Financial Advisors with problem resolution of account opening, maintenance items and other inquiries related to client onboarding, servicing and client retention (deadlines, platform questions, redemptions, capital calls, distributions).
Assist in ad hoc projects / research to support Blackstone Private Wealth business initiatives.