Vice President/Associate, BlackRock Wealth Solutions Specialist
BlackRockAbout the role
About this role
About this role
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. As the world’s largest asset manager, BlackRock has product and solution offerings for almost any investor’s needs. In this sole practitioner role, you will be directly responsible for representing the entirety of the firm to retail Wirehouse, RIA and Independent advisors using data insights and technology to execute sales. This role may be based in any of our home office locations - Princeton, Boston, Chicago, San Francisco & Atlanta – with occasional territory travel.
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.
Role Description:
BlackRock Wealth Solutions Specialists in US Wealth Advisory are responsible for accelerating the growth of all products and solutions. The scope of their role includes three core elements:
Develop deep client relationships through thorough and comprehensive profiling to understand client needs and identify sales opportunities. Collaboration with other sales professionals to drive results across the entire breadth of BlackRock’s solutions (ETF, Mutual Funds, SMA, Alternatives, Models). Advisor education on BlackRock’s robust digital platform providing them on demand access to a wealth of resources with occasional travel for meetings and leveraged events.
Who Typically Applies for this Job?
Experienced Sales Professionals who have a track record of client engagement, relationship building and business development
Goal-oriented and commercially driven candidates focused on reaching and exceeding sales goals
Candidates who have excellent interpersonal skills, a high degree of attention to detail, strong analytical abilities and appreciate data analytics to facilitate sales
Individuals with a strong passion for the asset management industry and capital markets
Primary Responsibilities:
Embrace technology, data-driven targeted sales leads and the BlackRock selling system to execute virtual client engagements
Uncover client needs and deploy the appropriate products, solutions or resources
Demonstrate mastery of BlackRock’s products, solutions, thought leadership and digital platform
Identify and develop relationships with the next generation of largest and fastest growing advisors
Build an efficient and thoughtful strategy to maximize engagement and influence
Embrace the firm’s commitment to the client experience and exceed client contact expectations
Skills and Qualifications:
Bachelor’s degree required
CFP, CAIA, CIMA or CFA preferred
Minimum 3+ years in asset management sales
Strong financial services background with knowledge of investment trends and advisor practices
Exceptional verbal and written communication skills
Strong sales, partnership, and organizational skills, including profiling and resource deployment
Mastery of virtual engagement technology including Webex and Zoom
NASD Series 7 and 66 (or 63 & 65) required, willingness to obtain within first few months of employment if candidate does not hold both
Clean U-4
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