Associate, Institutional - Asset Manager Sales

BlackRock•San Francisco, CA

21d•$110,000 - $150,000•Hybrid

About The Position

This role is within BlackRock's Americas Institutional Businesses (AIB), which is responsible for developing and maintaining relationships with sophisticated institutional investors across the US, Canada, and LatAm. The AIB focuses on helping asset managers, pensions, universities, non-profits, family offices, healthcare systems, and other institutional investors meet their financial goals. The team comprises professionals with expertise in relationship management, marketing, sales, client service, and product development, all working together to meet unique client needs and deliver a full range of asset management, risk management, and advisory services.

Requirements

Highest ethical standards and displays both professional and personal integrity.
Strong sense of self-motivation, encouraged and motivated by quest for building new relationships and revenue generation.
Strong intellectual ability and interpersonal skills to establish credibility with the institutional investor community and senior leaders throughout the Firm.
Collaborative and cooperative approach to a team-based sales model.
Strong communication skills - ability to articulate complicated concepts and systems concisely.
Highly organized, ideally with experience with proactive client outreach and leading client meetings and engagements.
6-8+ years of financial industry experience.
Some experience in institutional relationship management and fundraising preferred.
Prior knowledge of US Asset Manager Industry and investment knowledge a plus.
Deep understanding of ETFs and Mutual Funds needed.
Required knowledge and experience in public markets assets and across a wide range of investment vehicles a plus.
Prior experience in investing, portfolio management, research role a plus.
Prior experience in ETF sales a plus.
BA/BS in any field, preferably in Finance, Economics and Business.
Role will require candidates to obtain regulatory licenses Series 7 and 63.
Preferred candidate has CFA or CAIA or has goal to pursue CFA or CAIA designation, if not currently holding, within 12-24 months of employment.
Available for potential overnight travel up to 50% of the time.
Bloomberg, Excel, and technical proficiency with Python or other programming ability a plus, not required.

Nice To Haves

Prior knowledge of US Asset Manager Industry and investment knowledge
Required knowledge and experience in public markets assets and across a wide range of investment vehicles
Prior experience in investing, portfolio management, research role
Prior experience in ETF sales
CFA or MBA designations a positive
Preferred candidate has CFA or CAIA or has goal to pursue CFA or CAIA designation, if not currently holding, within 12-24 months of employment.
Bloomberg, Excel, and technical proficiency with Python or other programming ability

Responsibilities

Manage key client relationships and drive engagement with CIOs, Portfolio Managers, and traders to identify and pursue new potential business and retain existing business.
Work alongside Senior Relationship Managers on all on-going business development, client service, and communication with clients and prospects.
Develop asset class fluency across BlackRock's product range, including iShares ETFs, fixed income, equity, hedge funds, real assets, private equity, and private credit.
Act as an iShares ETF specialist for the Family Capital Channel.
Lead strategic client targeting and design well-planned and engaging client meetings that uncover client needs and interests, and best deliver BLK product fit.
Drive new revenue and opportunities across products and client types.
Prospect and initiate brand building and sales activity with investors not currently engaged in discussions with iShares or BLK product.
Develop and execute strategy to uncover and develop mandates that will have the most commercial impact.
Use BlackRock's proprietary systems to gather security, capital market, and economic data to create presentation materials such as account reviews, Board presentations, and marketing materials.
Gather critical data to quickly respond orally and in writing to client information requests.
Write and publish client meeting summary notes posted to firm-wide client relationship management systems.
Assist and lead client on-boarding events with operations teams, including account documentation updates and portfolio guideline changes.
Provide strong client service throughout onboarding with BlackRock.