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
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
What We Do
As the world’s largest asset manager, BlackRock partners with investors around the globe to help them (and those on whose behalf they invest) plan for life’s most important goals – like retirement, home ownership and their children’s education. Our clients range from governments, foundations and other large institutions to those investing on behalf of individuals, including firefighters, nurses, teachers and factory workers.
BlackRock was founded with the idea of creating a better asset management firm — one that was purpose-driven, focused on clients and risk management, and propelled by data and technology. Our breakthrough Aladdin® platform is BlackRock’s technological backbone, helping investors see and manage their whole portfolios in one place – from constructing investments to monitoring risk and executing trades. Used by hundreds of external institutions around the world, Aladdin combines powerful analytics and a common language to help investment teams make faster, more informed decisions across public and private markets. It’s a key part of our business and one of the reasons we’re trusted to manage more assets than any other investment manager today.
At BlackRock, we challenge conventions and raise the bar for what’s possible. We harness technology to unlock new solutions, simplify complexity, and deliver investment strategies that meet people where they are. Whether it’s retirement planning, wealth building or navigating market shifts, we’re here to help clients invest more easily, more affordably and with more choice as we chart a path toward financial well-being together.
Learn more: Careers.BlackRock.com
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.
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BlackRock Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
BlackRock has 25,000 employees across more than 100 offices in over 40 countries around the world.
