About this role
Business unit overview:
UK Wealth Advisory is a key client business within BlackRock, responsible for the sales and distribution of the breadth and depth of BlackRock’s platform, technology and products. The business is dedicated to selling our active, index, multi-asset and private markets capabilities, alongside activating our market leading portfolio analytics technology, provided by Aladdin Wealth Technology.
The scaled distribution sales team is responsible for driving commercial impact with financial advisers and wealth managers. The team is responsible for driving commercial impact with independent financial advisers, adopting AI and portfolio analysis tools like Portfolio 360, to deliver high-quality sales engagement.
Job purpose:
The role will be critical in shaping and delivering the business’s long term commercial ambition in the region, in an exciting and dynamic part of the Wealth market.
This individual will activate sales leads in a fast-paced environment with telephone-and-data-based prospecting, client servicing, and driving sales of BlackRock’s products – supported by an innovative technology setup designed to increase call conversion. This role has a rigorous training and development program which focuses on developing tech-enabled sales techniques to drive business, while gaining strong knowledge of BlackRock’s market views, products and technology.
Key to performing well in this role is to possess a resilient and results-oriented mindset, with the ability to work under pressure and leveraging our industry leading technology.
Key responsibilities:
In this role, you will:
Carry out telephone-based calls to prospects, confidently opening conversations that generate or activate qualified sales opportunities.
Proactively build great relationships with advisors to drive sales in BlackRock products, adoption of Portfolio 360 and activating product and marketing campaigns.
Handle inbound calls from advisers and pitch BlackRock solutions to cater to their needs. Follow BlackRock’s tech-enabled engagement model during client calls, and action client requests and follow ups.
Maintain and develop knowledge of BlackRock products, market views, marketing sales strategies and Portfolio 360 to support and service advisers.
Ensure rigorous record-keeping, pipeline management, and reporting standards.
Skills & qualifications
Relevant track record in telephone-based sales, an equivalent B2B sales role or within business development. Financial industry and asset management knowledge a plus.
BA/BSc degree or equivalent experience preferred. IMC qualification preferred, or willingness to obtain within six months.
High sales acumen and the desire and ability to generate sales opportunities. Must be confident, persuasive, and credible over the phone.
Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships.
Tech-fluency and proven integration of CRM technology in sales process, with the ability to learn, adopt, and champion portfolio analytics tools and digital sales processes.
Strong verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and develop sales presentations.
Able to maintain focus, motivation, and high performance under pressure, adapting quickly to setbacks or changing priorities.
Demonstrates being a “Student of the Market” with ability to learn various investment solutions within fixed income, derivatives, alts, equities, etc.
Ability to work in team environment while being a driven self-starter
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; 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 Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at 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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Employees engage in a combination of remote and on-site work.
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