Associate/Vice President Retirement Specialist at BlackRock

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Financial Services, Wealth ManagementIndustries

Requirements

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 if not held
Clean U-4
Proven track record of client engagement, relationship building, and business development
Goal-oriented and commercially driven, focused on reaching and exceeding sales goals
Excellent interpersonal skills, high degree of attention to detail, strong analytical abilities, and appreciation for data analytics
Strong passion for the asset management industry and capital markets

Responsibilities

In partnership with a Defined Contribution Consultant (External Wholesaler), drive deeper commercial results and expand relationships with the largest and fastest growing retirement financial advisors
Cultivate new relationships across discrete client focus list to deliver new client relationships with the next generation of the largest and fastest growing retirement financial advisors
Partner closely with key Centers of Influence (COIs) across record keeper partners to create leverage and uncover new commercial opportunities
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
Represent BlackRock’s retirement business (LifePath, Collective Investment Trusts, Co-Manufactured Products, and MF solutions) to retail Wirehouse, RIA, Independent advisors, and key record keeper partners

Skills

Sales

Client Relationship Management

Territory Management

Retirement Products

Asset Management

Financial Advisors

Wholesaling

Defined Contribution

Record Keepers

ETFs

Mutual Funds

BlackRock

About BlackRock

New York City, New YorkHeadquarters

1988Year Founded

$78,647.7MTotal Funding

IPOCompany Stage

Fintech, Financial ServicesIndustries

Benefits

Health Insurance

Unlimited Paid Time Off

Mental Health Support

Wellness Program

401(k) Retirement Plan

Risks

FDIC scrutiny could lead to regulatory challenges for BlackRock.

Workforce reduction may indicate internal financial pressures or strategic shifts.

Involvement in Yangzijiang Shipbuilding exposes BlackRock to geopolitical risks.

Differentiation

BlackRock's Bitcoin ETF, IBIT, reached over $50 billion in assets quickly.

The firm is developing a layer-2 tokenized real-world asset platform on Ethereum.

BlackRock's partnership with Frax Finance enhances its stablecoin market presence.

Upsides

IBIT's success attracts a broader range of cryptocurrency investors.

The Ethereum platform positions BlackRock as a leader in blockchain financial services.

Partnership with Frax Finance enhances digital finance offerings and compliance.

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