Director, Retirement National Accounts Relationship Manager
BlackRockAbout the role
About this role
About this role
We are actively seeking client-facing sales professionals with a proven successful track record of covering enterprise relationships. As the world’s largest asset manager, BlackRock has product and solution offerings for almost any investor’s needs. In this role, you will be directly responsible for representing BlackRock’s retirement business and delivering the full capability of the firm.
Business Description
BlackRock’s US Wealth Advisory (“USWA”) 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.
Responsibilities
Develop, forge and maintain successful relationships with key advisor aggregator relationships and recordkeeper platform contacts.
Proactively implement distribution strategies to grow DC assets under management, with an emphasis on core active and passive investment options and target date strategies.
Seek and find opportunities to partner with clients and prospect.
Work with Senior Business leaders on executing our intermediary retirement national account strategy with focus clients
Field, respond to, and accommodate day-to-day client requests regarding support, marketing, and distribution strategies, leading to addition and retention of BlackRock DC assets.
Track activities and maintain contact information in CRM.
Coordinate and structure portfolio reviews and research presentation meeting materials.
Expand knowledge about products, and services and sales techniques to provide consistently improved assistance.
Work on special projects as assigned.
Liaison internally on detailed client contract work.
Partner with Market Leaders and sales desk’
Up to 50% client travel.
Skills and Requirements
Bachelor’s degree required (MBA, CIMA, CFP, CFA a plus).
Series 7 and 63/65 or 66 is required.
10+ years of related experience.
Strong defined contribution plan and market understanding.
Knowledge of the equity and bond markets as well as asset allocation strategies.
Exceptional written and verbal communication skills.
Demonstrated analytical ability, maturity and judgment
Thrives in a fast-paced environment with a proactive, “can do” attitude.
Organized and detail-oriented with strong time management skills.
Effective team player; able to work with people of all levels.
High level of self-motivation with strong integrity and ethics.
Motivated by sales and revenue retention
Clean U4
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 enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their inves
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