
Website BlackRock
Job Description:
BlackRock’s US Wealth Advisory business manages the firms 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 USWAs mandate is to deliver One BlackRock to retail.
Job Responsibilities:
- Demonstrate mastery of BlackRock iShares products and ETF landscape.
- Profile to learn more about our clients and deploy the appropriate resources.
- Deliver fiduciary and investment insights through portfolio construction conversations.
- Accelerate the growth of iShares within a given geography.
- Embrace technology to deliver an exceptional client experience.
- Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
- Partner with portfolio solutions, the alternatives and SMA teams to deliver the firm.
Job Requirements:
- Strong territory management and sales skills, including profiling and resource deployment
- NASD Series 7 and 66 (or 63 & 65) required
- Exceptional verbal and written communication skills
- Strong financial services background with knowledge of investment trends and advisor practices
- CIMA or CFA preferred
- Full-time travel is required within Central California
- Bachelor’s degree required
- Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external)
- Clean U-4
Job Details:
Company: BlackRock
Vacancy Type: Full Time
Job Location: San Jose, CA, US
Application Deadline: N/A
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