Vice President, Retail - Defined Contribution Plans
Core
Senior sales and relationship management role focused on growing and retaining Defined Contribution (DC) assets under management in the Pacific Northwest region.
Role type
Senior IC sales consultant / Vice President
Builds
DC asset growth and retention for BlackRock's investment products
Domain
Financial Services / Defined Contribution / Investment Management
Deliverable
client delivery
Required skills
DC market expertise, relationship management, sales strategy, investment fluency, regulatory knowledge, CRM management
Preferred skills
MBA, CIMA, CFP, CFA, Series 7/63/65/66 licenses, capital markets knowledge
Technologies
CRM systems
Responsibilities
Develop and maintain relationships with advisors and strategic partners; implement distribution strategies to grow DC assets; act as a consultative business partner to navigate market trends and regulations; collaborate internally to deliver solutions; track activities and client information in CRM.
Seniority
Senior, hands-on IC