Associate/Vice President, Sales Specialist – US Wealth Advisory
Core
Client-facing sales professional managing an assigned territory to identify, develop, and own relationships with financial advisors and key partners, representing BlackRock's full suite of investment solutions.
Role type
Associate/Vice President, Sales Specialist (US Wealth Advisory)
Builds
Client relationships and business growth for BlackRock's US retail investors and financial advisors
Domain
Asset Management / Wealth Advisory
Deliverable
client delivery
Required skills
territory management, client profiling, lead identification, proactive outreach, consultative relationship building, product positioning, data-driven segmentation, CRM utilization, virtual engagement technology mastery
Preferred skills
CFP, CIMA, CAIA, or CFA designations, strong financial services background, knowledge of investment trends and advisor practices
Technologies
BlackRock selling system, CRM, virtual engagement tools
Responsibilities
Partner with senior sales leaders and Centers of Influence to deepen relationships with top financial advisors; Identify and develop next-generation advisor relationships through client profiling and proactive outreach; Provide fiduciary and investment insights through portfolio construction conversations and thought leadership; Position and differentiate BlackRock's investment products against competitors; Build an efficient territory strategy to maximize engagement; Collaborate with portfolio solutions, product strategists, and record keeper partners; Utilize CRM daily to execute high-impact client engagements
Seniority
Mid-level IC (2-3+ years experience)