Associate, Retirement Relationship Manager

About this role

About our business

In the Retirement Group (RG), we’re on the frontlines of America’s retirement crisis, leveraging our unique capabilities to make it easier for people to save through their employers’ workplace savings plan.  We’re a tight-knit group of about 100 BlackRock employees who believe that everyone should be able to retire with dignity. Here’s what we’re all about:

We put our clients first: RG brings together the Defined Contribution (DC) and Retirement Insurance (RI) businesses, overseeing more than $1T in AUM. Serving 80K+ DC plans, including over 50% of the Fortune 100, we ultimately reach more than 40M participants across the U.S.

We set big, meaningful goals: As the industry’s #1 Defined Contribution (DCIO) provider and the inventor of the target date fund, BlackRock leads the industry – and we’re constantly raising the bar to drive better outcomes for our clients and pave the way for the next generation of retirement solutions.

We run after problems: We’re tackling the industry’s toughest challenges by building innovative, research-supported solutions that combine investments with technology to get people to and through retirement.

We are “One BlackRock:” We partner across the firm and the broader retirement ecosystem to deliver simple, convenient, cost-efficient solutions, and we publicly advocate for policies that make it easier for more people to save and generate wealth.

We’re career builders: Alongside our business objectives, we are deeply committed to developing our talent and actively maintain and engage our RG Talent Committee, RG People & Culture Committee and Women in RG. Together, these groups shape our team culture – with an emphasis on inclusion and diversity.

About the role

We are seeking a highly motivated individual who is excited to work in a dynamic, fast-paced business that is driving innovation in the industry and growth for BlackRock. In this role You will be a critical member of the DC Institutional Sales team. You will assist the Senior Institutional Sales and Account Management staff in driving new business and maintaining existing business through the Institutional channel. You will work closely with the DC Institutional Sales and Consultant Relations groups at BlackRock supporting their efforts to attract, retain, and grow new and existing institutional DC clients. This role will give you the opportunity to collaborate with groups across the firm while developing knowledge of our entire investment platform. Similarly, you will partner with the broader Retirement Group on various strategic projects to enhance our team culture and drive business growth.

Responsibilities

• Support senior Institutional Sales and DC Consultant Relations professionals on business development, client service, and investment strategy engagements with Institutional DC clients and prospects.
• Field, respond to, and accommodate day-to-day requests regarding strategy information, pricing inquiries, and other ad-hoc client requests.
• Track activities and maintain contact information in BlackRock’s Client Relationship Management (CRM) platform. Help develop meaningful reporting metrics, including new business pipeline opportunities and meeting notes.
• Contribute to business development plans on the Institutional DC team by collaborating with senior Relationship Managers and Commercialization Strategy function.
• Learn and excel in using BlackRock’s proprietary systems to gather information about products, fund vehicles, pitch decks, and other critical information.
• Coordinate and prep for client engagements by assisting with pitch decks, new business “Requests for Proposals” (RFPs), and follow up materials under tight timelines.
• Collaborate with Client Service operations partners in on-boarding of new accounts and complex implementations.
• Attend some client/prospect meetings with plans to assume ownership of smaller relationships over time with team Directors and Vice Presidents.

Skills and requirements

• BA/BS degree required
• 1 - 3 years of financial services experience - Defined Contribution-related experience is a plus
• Knowledge of, or interest in learning about, the Defined Contribution industry trends, in addition to asset management and financial markets news
• Has, or is willing to obtain, the Series 7 and 63 licenses within three months of hire date
• High proficiency in Microsoft Office and an aptitude for learning new applications
• Exceptional written and verbal communication skills
• Organized and detail-oriented with strong time management skills
• Demonstrated analytical ability, maturity, and sound judgment
• Thrives in a fast-paced environment with a proactive and hard-working a