Associate/Vice President, US Wealth Advisory Model Portfolio Sales

About this role

Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from.

Business Description
BlackRock’s US Wealth Advisory business manages the firm’s relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail.
 

Role Description
BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The scope of their role will include 3 core elements:

(1) Be the authority on Model Portfolios to sell a broad range of Model Portfolios constructed by BlackRock to the largest and fastest growing firms.

(2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors.

(3) Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role is located in multiple locations including Princeton, San Francisco & Atlanta.

Primary Responsibilities

• Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape.
• Deliver fiduciary and investment insights through portfolio construction conversations.
• Accelerate the growth of Model Portfolios within a given geography
• Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
• Profile to learn more about our clients and deploy the appropriate resources.
• Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm.
• Embrace technology to deliver an exceptional client experience.

Experience

• Experienced Sales Professionals who have a track record of client ownership
• Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas
• Candidates with proven relationship building skills
• Strong Passion for Asset Management Industry and Capital Markets  

Skills and Qualifications

• Bachelor’s degree required
• CIMA or CFA preferred
• Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external)
• Strong financial services background with knowledge of investment trends and advisor practices
• Exceptional verbal and written communication skills
• Strong territory management and sales skills, including profiling and resource deployment
• NASD Series 7 and 66 (or 63 & 65) required
• Clean U-4
• Part-time travel is required within the territory

 

For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

 

For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to en