Associate/Vice President - Retirement Sales Specialist

Posted Yesterday
Be an Early Applicant
3 Locations
In-Office
105K-138K Annually
Mid level
Big Data • Cloud • Fintech • Financial Services • Conversational AI
Bringing together the best of a technology pioneer and a financial leader.
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 role, you will be directly responsible for representing BlackRock’s retirement business and delivering the full capability of the firm to retail Wirehouse, RIA and Independent advisors along with key record keeper partners.  This role can be based in Boston, Princeton or Chicago – 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 Retirement Specialists in US Wealth Advisory are responsible for accelerating the growth of BlackRock retirement product solutions spanning LifePath, Collective Investment Trusts, Co-Manufactured Products and MF solutions. The scope of their role includes three core elements:

1.     In partnership with a Defined Contribution Consultant (External Wholesaler) drive deeper commercial results and expand relationships with the largest fastest growing retirement financial advisors.

2.     Each Retirement Specialist is focused on cultivating new relationships across their discrete client focus list to deliver new client relationships with the next generation of the largest and fastest growing retirement financial advisors.

3.     Partner closely with key COIs across our record keeper partners to create leverage and uncover new commercial opportunities.

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 current and next generation of largest and fastest growing retirement financial 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, CIMA, CAIA 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

For Princeton, NJ, Chicago, IL and Boston, MA Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . 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.

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 investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

 

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email [email protected]. All requests are treated in line with our privacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Top Skills

Webex
Zoom
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
21,000 Employees
Year Founded: 1988

What We Do

BlackRock is a global asset manager. We help investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Our founding mission was to establish a firm that thinks differently about managing investment risks to best serve our clients, and this is still at our core today.

We challenge businesses to reach higher standards. We use technology to think beyond what’s possible. We provide investment solutions for every need. We aim to simplify a complex world. We help chart paths towards financial health. We are BlackRock, and we are invested in your financial well-being.

Follow us for global insights shaping the economy, thought leadership, and more information on culture and careers at BlackRock.

https://www.blackrock.com/corporate/compliance/social-media-guidelines

Why Work With Us

Without our people, technology is irrelevant. When we combine the power of people with the power of technology, we amplify our ability to create better outcomes for our employees, clients, shareholders and society alike.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

BlackRock Offices

OnSite Workspace

Typical time on-site: None
HQNew York, NY
Edinburgh, GB
London, GB
New York, NY
San Francisco, CA
Learn more

Similar Jobs

BlackRock Logo BlackRock

Python Engineer

Big Data • Cloud • Fintech • Financial Services • Conversational AI
In-Office
Chicago, IL, USA
21000 Employees

BlackRock Logo BlackRock

Python Engineer

Big Data • Cloud • Fintech • Financial Services • Conversational AI
In-Office
Chicago, IL, USA
21000 Employees
120K-148K Annually

BlackRock Logo BlackRock

Product Engineer

Big Data • Cloud • Fintech • Financial Services • Conversational AI
In-Office
Chicago, IL, USA
21000 Employees

BlackRock Logo BlackRock

Vice President, Institutional - Defined Contribution

Big Data • Cloud • Fintech • Financial Services • Conversational AI
In-Office
Chicago, IL, USA
21000 Employees
128K-184K Annually

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account