Vice President, Mexico Wealth Relationship Manager

About this role
Business Unit Overview:
The Latin America group serves institutional and wealth clients throughout the region, including corporate, public and industry pension plans, insurance companies, third-party mutual funds, endowments, foundations, charities, corporations, official institutions, banks, registered investment advisors, family offices and other financial intermediaries.
Professionals across the team work together to deliver asset management, risk management and advisory services aligned with clients’ needs. Operating through a unified global client platform, the Wealth business is accountable for client relationships and the distribution of products and services, supported by centralized functions that promote consistency and scale.
BlackRock’s Mexico Wealth Team, part of the Latin America business, is one of the region’s most dynamic businesses. By focusing on the distribution of BlackRock products through private banks, independent advisors and family offices, the team has helped strengthen BlackRock’s position as a leading provider of investment solutions in Mexico.
The team leads the distribution of BlackRock products and services across the wealth segment in Mexico. A core part of the business is the distribution and client coverage of a broad suite of mutual funds domiciled in the Mexican market, offering solutions for different end-investor segments through local distributors.
Job Purpose/Background:
Responsible for business development and strategic relationship management across Mexico’s wealth market, including private banks, independent advisors and family offices.
The role requires strong commercial judgment, a solid understanding of the Mexican mutual fund industry, disciplined project management and the ability to translate investment capabilities into relevant client solutions.
The Vice President will deliver BlackRock’s asset management capabilities to end investors through financial intermediaries and will position the firm’s full range of investment solutions, including money market funds, open-end funds, ETFs, managed portfolios and alternative investments. The successful candidate will also lead cross-functional initiatives, use digital and artificial intelligence tools responsibly to improve productivity and client engagement, and represent BlackRock effectively in client meetings, training sessions, conferences and other public forums.
Responsibilities:
Drive sales of BlackRock products and services by developing deep relationships with investment, commercial strategy and advisory teams at key distribution partners.
Build and maintain strategic relationships with private banks, independent advisors, family offices and other wealth intermediaries across Mexico.
Develop a strong understanding of each client’s business model, priorities, product architecture, sales channels and end-investor needs, and translate those insights into actionable commercial plans.
Apply knowledge of the Mexican mutual fund industry, including local fund structures, distributors, operating companies, regulation, competitive dynamics and market trends, to identify opportunities and anticipate client needs.
Position and differentiate BlackRock’s active, index, ETF, model portfolio, cash management and alternative investment capabilities against relevant competitors.
Lead complex, cross-functional client initiatives as project manager and primary liaison among clients and internal partners, including product, investments, marketing, legal and compliance, operations, technology and sales support.
Create and manage clear project plans with defined objectives, workstreams, owners, milestones, dependencies, risks and decision points, and maintain consistent stakeholder communication through completion.
Develop and negotiate commercial agreements that support sustainable growth across BlackRock’s product and services suite.
Identify high-potential products, services, clients and segments, and develop action plans to address underpenetrated or underperforming opportunities.
Monitor client and product performance to refine sales strategies, prioritize resources and provide transparent reporting on pipeline, progress and outcomes.
Identify and address training, content and service gaps, working with relevant teams to improve the experience of advisors and end investors.
Design and deliver compelling presentations for senior executives, advisors, clients and large audiences, including conferences, investment forums and training sessions.
Use approved artificial intelligence and digital productivity tools, such as Microsoft Copilot and internal platforms, to support research, meeting preparation, content development, data synthesis and workflow efficiency, while complying with information security, confidentiality and compliance requirements.
Maintain accurate and current activity, relationship and opportunity data in the relevant CRM system, including client profiles, organizational structures, key contacts, sales opportunities and priorities.
Travel within Mexico, as required, to meet existing and prospective clients and support industry and client events.
Development Opportunity:
This role is positioned to benefit from the continued growth of Mexico’s wealth segment. The successful candidate will have the opportunity to help shape the team’s structure and ways of working while making a meaningful contribution to the future success of the Mexico Wealth business.
An opportunity to join a market leader in Mexico’s growing mutual fund industry. Exposure to the broader BlackRock organization also provides the right candidate with a range of potential career paths.
An opportunity to develop demand for BlackRock’s capabilities across the region and help shape a high-quality, strategically aligned client base.
Knowledge and Experience:
High degree of cultural awareness and the ability to work effectively across local, regional and global teams.
Fluency in Spanish and English, both written and spoken, is required.
Strong understanding of Mexico’s wealth and retail investment market, including private banks, financial advisors, family offices, local distributors and relevant sales channels.
Solid knowledge of the Mexican mutual fund industry, including locally domiciled investment funds, fund operating companies, distribution arrangements, product structures, regulation, fees, share classes, competitive positioning and key industry trends.
Experience distributing investment products and acting as a trusted partner to advisory and investment teams.
Demonstrated knowledge of financial markets, portfolio construction and the economic outlook, with the ability to connect market views to client needs and commercial opportunities.
Proven ability to build and develop senior client relationships and successfully sell investment products and solutions.
Demonstrated project management experience, including coordinating cross-functional teams, managing multiple priorities, monitoring milestones and risks, and driving initiatives to timely completion.
Experience preparing and delivering high-impact presentations, training sessions and public-speaking engagements for senior, technical and non-technical audiences.
Practical experience using artificial intelligence tools to improve productivity, research, communication and client preparation, with sound judgment regarding data privacy, accuracy, intellectual property and compliance.
Strong collaboration skills, a hands-on mindset and the ability to mobilize BlackRock’s resources on behalf of clients.
A proactive, highly organized team player who can lead improvements in execution, operating discipline and change management.
Skills and Qualifications:
3-5 years of relevant experience as an investment, wealth management or financial services professional is preferred.
Strong commercial acumen, consultative sales capability and analytical skills, with a record of converting client needs into actionable opportunities.
Proficiency in Microsoft 365, including Excel, PowerPoint, Word, Teams and OneNote, and confidence adopting approved AI-enabled tools such as Microsoft Copilot.
Strong project management and execution skills, including work planning, stakeholder management, risk identification, prioritization and follow-through across parallel workstreams.
Highly effective written and verbal communication skills, including the ability to explain complex investment topics clearly and to present confidently in one-on-one meetings, executive forums, large groups and conferences.
Ability to position and combine the benefits of active strategies, index solutions, ETFs, model portfolios and alternative investments in the context of client portfolios.
High standards of judgment, attention to detail and integrity, including appropriate handling of confidential information and adherence to applicable legal, regulatory and compliance requirements.
A postgraduate degree in business, finance or a related field is preferred. Relevant industry credentials are a plus.

Skills
Artificial Intelligence, Excel, Project Management, Business Development, CRM, Risk Management, Wealth Management, Intellectual Property