Alternative Investments Product Specialist - All Locations
CAISSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset Management, Investment ManagementIndustries
Requirements
- Proven sales background – track record of building strong financial advisor relationships and being viewed as a “trusted advisor”
- Ability to drive results in an autonomous working environment and in close collaboration with colleagues within and across business units
- Capacity to move effectively and efficiently between engaging with financial advisors, relationship managers and product specialists to provide value added perspective and deliverables
- Strong communication skills – ability to clearly and concisely articulate product and platform characteristics to sophisticated investors both in written work and presentations to large and small audiences
- Passion for the financial markets and alternatives asset class
- Ability to lead by example – high ethical standards and strong work ethic
- Minimum 7-10 years’ experience, 5+ years’ experience wholesaling preferred
- Series 7 and 66 required. Graduate degree or CFA, CAIA preferred
Responsibilities
- Execute the alternative sales campaign strategy
- Serve as central point of contact and key representative from distribution to senior stakeholders and portfolio managers in Alternatives
- Build robust and lasting sales dialogues with Alternatives Power Users at third party intermediaries, bringing a deep subject matter expertise of BlackRock’s investment platform to the sales process, and being accountable for significant asset growth
- Manage centers of influence client relationships at a senior level within the market to elevate BlackRock’s overall local relationship
- Work with distribution partners in various client segments within US Wealth Advisory to drive new business opportunities
- Actively support the existing relationship managers’ sales efforts with clients and prospects as an alternative’s expert
- Clearly and concisely articulate multiple product characteristics and BlackRock Alternatives Platform narrative to sophisticated financial advisors
- Initiate education and sales activity with financial advisors not currently engaged in discussions with BlackRock
Skills
Alternative Investments
Sales
Wholesaling
Client Relationship Management
Financial Advisors
Asset Management
Portfolio Management
Wealth Advisory
Investment Strategies
Distribution
BlackRock
About BlackRock
New York City, New YorkHeadquarters
1988Year Founded
$78,647.7MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries