Associate/Vice President, US Wealth Advisory Model Portfolio Sales

BlackRock • Princeton, NJ

133d • $100,000 - $110,000 • Hybrid

About The Position

Due to our continued phenomenal growth, 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. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from. BlackRock's US Wealth Advisory 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.

Requirements

• Bachelor's degree required.
• CIMA or CFA preferred.
• Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external).
• Strong financial services background with knowledge of investment trends and advisor practices.
• Exceptional verbal and written communication skills.
• Strong territory management and sales skills, including profiling and resource deployment.
• NASD Series 7 and 66 (or 63 & 65) required.
• Clean U-4.

Nice To Haves

• Experienced Sales Professionals who have a track record of client ownership.
• Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas.
• Candidates with proven relationship building skills.
• Strong Passion for Asset Management Industry and Capital Markets.

Responsibilities

• Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape.
• Deliver fiduciary and investment insights through portfolio construction conversations.
• Accelerate the growth of Model Portfolios within a given geography.
• Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
• Profile to learn more about our clients and deploy the appropriate resources.
• Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm.
• Embrace technology to deliver an exceptional client experience.

Benefits

• Strong retirement plan.
• Tuition reimbursement.
• Comprehensive healthcare.
• Support for working parents.
• Flexible Time Off (FTO).
• Annual discretionary bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree