Associate / vice president - investment sales specialists
About This Role
Role Description BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies, and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources, and strategies within BlackRock. Alternative Investment Specialists are responsible for adding scale to our alternatives distribution strategy by developing client relationships, educating financial advisors on the benefits of investing in the Alternatives space, and positioning BlackRock’s suite of AI products with advisors across the Wirehouse, Independent Broker Dealer, and RIA segments. They will be focused on delivering deep expertise and broadening our reach to more advisors through leveraged events and educating our internal sales teams to grow the BlackRock Alternative Investment franchise. This position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, Chicago, San Francisco) Primary Responsibilities- Demonstrate mastery of BlackRock Alternative Investment products and resources
- Effectively profile to deliver fiduciary and investment insights through portfolio construction conversations
- Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with Wirehouse, Independent and RIA clients
- Broaden our reach to more advisors through leveraged events
- Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock’s resources and solutions to the client – strong prioritization and resource allocation skills are key
- Embrace technology to deliver an exceptional client experience
- Bachelor’s degree required
- CIMA / CAIA Certification (or progress toward completion)
- 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
- Occasional travel required
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