Internal Wholesaler - Market Sale Partner - San Fransisco at BlackRock

San Francisco, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, Wealth ManagementIndustries

Requirements

BA/BS degree or equivalent experience required
SIE, Series 7 & 66 a must
High sales acumen and the desire/ability to generate sales opportunities
Confident, persuasive, and credible over the phone and in person
Demonstrates being a “Student of the Market” while understanding and ability to learn various investment solutions within fixed income, derivatives, alternatives, equities, etc
Strong ability to communicate complex information in simplistic terms
Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships
Outstanding verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and develop sales presentations
Strong organizational skills with ability to multitask and work under tight time constraints
Desire to have a “Sales as a Destination” career with upward mobility in client facing sales roles
Ability to work in team environment while being a driven self-starter

Responsibilities

Develop deep relationships across all aspects of an advisor’s business
Deliver fiduciary and investment insights through portfolio construction conversations
Provide support to regional sales teams including scheduling meetings with clients, pre-meeting preparation for client meetings and client follow up, coordinated territory coverage, promotion of specific product or marketing campaigns and assist with problem resolution strategies and effectively communicate resolution updates
Maintain and develop knowledge of BlackRock products, market views, marketing sales strategies, technologies, and applications to fully support and service the FAs with all inquiries
Be consultative business partners to help advisors navigate markets, portfolios, business issues, etc
Embrace the firm’s commitment to the client experience and exceed client expectations
Partner and collaborate with colleagues across the organization to deliver all of BlackRock’s resources and solutions to clients

Skills

Key technologies and capabilities for this role

Relationship ManagementSalesETFsMutual FundsSMAsAlternativesPortfolio ConstructionInvestment InsightsFinancial AdvisorsRIAsWirehousesBroker Dealers

Questions & Answers

Common questions about this position

What licenses are required for this Internal Wholesaler role?

SIE, Series 7 & 66 licenses are required.

Is this a remote position or does it require being in San Francisco?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What key skills are needed to succeed in this position?

Candidates need high sales acumen, strong relationship management and interpersonal skills, outstanding verbal and written communication, and the ability to communicate complex information simply while being a student of the market.

What education is required for this Market Sales Partner role?

A BA/BS degree or equivalent experience is required.

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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