Retail Insurance, Financial Institutions Group (FIG) - Analyst/Associate
BlackRockAbout the role
About this role
About BlackRock Retail Insurance
BlackRock’s Retail Insurance Group, a division of the Financial Institutions Group (FIG), partners with insurance companies offering Variable Annuities, Fixed Index Annuities, Registered Index Linked Annuities, Life Insurance, and retail investment products such as ETFs and mutual funds.
As a top-five manager of retail insurance assets, the team delivers best-in-class investment solutions, sales support, thought leadership, and risk management insights. We are committed to helping insurers navigate complex markets and deliver value to their policyholders and shareholders.
Role Overview
The Retail Insurance Analyst supports the Relationship Management team in delivering a seamless client experience across investment strategy, servicing, and business development. This role is ideal for a motivated individual seeking to build a career in institutional relationship management with a focus on insurance clients.
Key Responsibilities
Assist senior Relationship Managers in executing account plans and servicing insurance clients.
Support Senior Relationship Managers with ongoing business development, client service, and communication with clients and prospects.
Coordinate day-to-day delivery of BlackRock’s investment and advisory services, including:
Client reporting and portfolio reviews
Ad hoc data and strategy requests
Compliance monitoring and documentation
Support business development efforts by:
Preparing pitch materials, RFPs, and client engagement decks
Tracking pipeline activity and updating CRM systems
Collaborating with internal teams on onboarding and implementation
Develop a strong understanding of insurance company dynamics, including:
Product structures and distribution models
Regulatory and accounting frameworks
Strategic priorities and sensitivities
Support business development team on product campaign management and tracking with a detailed focus on pipeline organization on BlackRock’s CRM
Gather critical data to quickly respond orally and in writing to internal and external stakeholder requests.
Build relationships with key internal stakeholders across FIG, Retirement, Legal, and Client Experience teams to ensure coordinated client delivery.
Qualifications
Bachelor’s degree required.
Has or is willing to obtain the Series 7, 63, and 3 licenses.
Strong analytical and critical thinking skills.
Excellent written and verbal communication abilities.
High proficiency in Microsoft Office and CRM platforms.
Detail-oriented with strong organizational and time management skills.
Demonstrated interest in institutional relationship management and insurance markets.
Strong interpersonal skills to establish credibility with key stakeholders.
Collaborative approach to a team-based sales and service model.
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 conne
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