Associate/Vice President, US Wealth Advisory Model Portfolio Sales at BlackRock

Princeton, New Jersey, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Wealth ManagementIndustries

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
Track record of client ownership as an experienced sales professional
Goal-oriented and ambitious with capacity and drive to reach and exceed sales quotas
Proven relationship building skills
Strong passion for Asset Management Industry and Capital Markets
Willingness to travel part-time within the territory

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 clients to learn more about them 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
Be the authority on Model Portfolios to sell a broad range of Model Portfolios constructed by BlackRock to the largest and fastest growing firms
As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors
Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events

Skills

Model Portfolios

Portfolio Construction

Sales

Client Relationships

Asset Management

Financial Advisors

ETFs

Mutual Funds

Alternatives

SMAs

Investment Insights

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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