BlackRock’s US Wealth Advisory business manages the firm’s relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs and mutual funds to Alternatives, SMAs and sub-advisory relationships, USWA’s mandate is to deliver One BlackRock to financial advisors and their clients.
Role Description
Alternative Investment Specialists in US Wealth Advisory are responsible for 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. Specialists will be responsible for discrete client coverage and autonomous territory management while also assisting the field-based BlackRock sales team with more complex Alternative Investment cases and operational questions. They will be focused on delivering deep expertise and growing the BlackRock Alternative Investment franchise, reporting into a Specialist Manager within BlackRock’s Wealth Distribution Partners group.
Primary Responsibilities:
• Demonstrate mastery of BlackRock Alternative Investment products and resources
• 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
• Profile to learn more about our clients and deploy the appropriate resources
• 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
Skills and Qualifications:
• 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
• Position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, San Francisco)
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.