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SalaryAbout this role
USWA Wealth Distribution Partners Specialist
BlackRock is seeking senior, client facing sales professionals across several Specialist Sales roles to become part of our US Wealth Advisory (USWA) team. Our USWA team establishes relationships with wealth management firms and platforms to distribute BlackRock's alpha-seeking and iShares investment capabilities and drives the adoption of BlackRock's portfolio construction and digital wealth technologies by financial advisors. The team has roughly 150 colleagues between Boston, Princeton, Atlanta, and San Francisco.
Who We Are:
At BlackRock we are a fiduciary to our clients, which means we look out for their best interests. We have an extraordinary responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home, and improve their financial well-being.
We are passionate about our work. But we’re also passionate about having a life. From financial wellness to personal wellness, we offer a wide variety of strong work/life support for you to achieve the highest quality of life. Some of our favorites include:
- Flexible Time Off
- Strong collaborative culture
- 401k matching
Primary Responsibilities:
The Specialist Sales team consists of six unique roles with various opportunities to accelerate major drivers of USWA’s key product and solution areas. The six roles include the following:
- Models Specialist: The key responsibility of this role is to accelerate the growth of Model Portfolios across our client base. In this role you will have discrete client coverage focused on selling a broad range of Model Portfolios to financial advisors across various channels while demonstrating ability to be subject matter expert on Models and being held accountable to specific territory sales goals.
- Portfolio Engagement Specialist: The main responsibility of this role is to partner with field sales partners to deepen relationships with financial advisor by helping to streamline and scale their investment process through portfolio design, portfolio scaling, providing model rebalance insights and assist with rules-based model customizations.
- SMA Specialists: This team is responsible for accelerating the growth of Separately Managed Accounts across our client base. In this role, you will act as a subject matter expert across full range of BlackRock SMA offerings, partner with field sales teams to deliver our solutions to clients and provide exceptional service to clients.
- Alternatives Specialist: The Alts specialist is responsible for developing client relationships and educating Financial Advisors on the benefits of investing in the Alternatives while positioning BlackRock’s suite of AI products across USWA’s entire client base. This role should demonstrate subject matter expertise, will have discrete client coverage and will also partner with field Alts Market Leaders/Externals to drive Alts business.
- Wealth Solutions Specialist: This role is responsible for accelerating growth of all products and solutions various client segments while demonstrating comprehensive profiling, sales opportunity identification, ability to build and develop a client base of financial advisors and ability to educate clients on BlackRock’s robust digital platform.
- Edward Jones Specialist: This role is responsible for developing and deepening relationships with the largest and fastest growing advisors at Edward Jones. This role should demonstrate subject matter expertise across Edward Jones’ business and platform, will have discrete client coverage and will also partner with Market Leaders/Externals to deeply serve Edward Jones advisors.
All of the above roles must also:
- Proactively position and differentiate BlackRock and our investment products against competitor firms and products to Financial Advisors
- Build an efficient and thoughtful strategy to maximize engagement and influence
- Expand existing client base by uncovering investment needs and presenting solutions
- Identify and pursue new opportunities by client profiling, lead identification, and follow-up activity
- Exhibit high-level market knowledge and ability to converse with financial advisors on investment solutions and current economic and market conditions
- Embrace the firm’s commitment to the client experience and exceed client expectations
- Partner with colleagues across the organization to improve the BlackRock/Client relationship
Qualifications:
- BA/BS degree or equivalent experience required
- CFP, CIMA or CFA preferred
- 3+ years of experience in mutual fund or brokerage industry required
- Series 7 & 66 (63 & 65 in lieu)
- Strong knowledge of investment trends and advisor practices
- Outstanding verbal and written communication skills to engage with key partners and to present sales materials and provide technical information regarding our products
- Ability to work in team environment while being a driven self-starter
- Strong organizational skills with ability to multitask and work under tight time constraints
- Desire to have a “Sales as a Destination” career with upward mobility in client facing sales roles
- Proven MS Office skills, including Word, Excel, and Outlook
- Experience with web-based technology
- Clean U-4
Location: San Francisco, Atlanta, Boston or Princeton
For California only the salary range for this position is $110,000 – $110,000 which is the equivalent of $52.88 – $52.88 per hour. Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, 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.
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.
