US Wealth Advisory SMA Specialist, Associate/VP

About this role

Role Description:
BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts in partnership with generalist relationship managers across all advisor segments (Wirehouse, Independent and RIA). SMA Specialists serve as a subject matter expert across the full range of BlackRock SMA offerings including active FI and equity SMAs, Aperio direct indexing and SpiderRock option overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and positioning BlackRock’s full suite of custom SMA solutions for their high-net-worth clients.  They are the go-to resource for education and training for the internal sales team.  They will be focused on delivering deep expertise and broadening our reach to more advisors while proving a “white glove” experience to SMA clients making BlackRock the most convenient asset manager to do business with.

Primary Responsibilities:

• Demonstrate mastery across the full breath of BlackRock SMA offerings – active FI and equity SMAs, Aperio direct indexing and SpiderRock option overlay strategies. 

• Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock’s resources and solutions to the client – strong prioritization and resource allocation skills are key

• Utilize custom SMA proposals and client reporting to deliver solutions aligned to the end client’s personalized goals and objectives

• Demonstrate a deep understanding of sponsor platforms across the wealth landscape, including strategies available, pricing structures, operational connectivity, and firm-specific nuances

• Embrace technology to deliver an exceptional client experience

Skills and Qualifications:

• Bachelor’s degree required

• CFP, CIMA or CFA preferred

• Minimum 3+ years in SMA, ETF or mutual fund sales

• Strong financial services background with knowledge of investment trends and advisor practices

• Solid understanding of fixed income, equity and options markets

• Exceptional verbal and written communication skills

• Strong sales, partnership, and organizational skills, including profiling and resource deployment

• Clean U-4

• Occasional travel required

• Position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, Chicago, San Francisco)

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 healthcare, 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 healthcare, 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. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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.

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