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Market Leader/External Wholesaler – Vice President

June 17, 2025June 17, 2025

Market Leader/External Wholesaler – Vice President

CompanyBlackRock
LocationSan Francisco, CA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • BA/BS in finance, business or related field required.
  • 7+ years of experience in a business development/sales role focusing on asset management or wealth management.
  • Strong territory management skills, including profiling and resource deployment.
  • Demonstrate personal accountability and track record for delivering results.
  • Strong financial services background with knowledge of investment trends and advisor practices.
  • Outstanding ability to articulate ideas/strategies clearly, both verbally and written.
  • Series 7/66 and licenses required.
  • Clean U-4.
  • Fluent in English, and proficiency in Mandarin Chinese is required.

Responsibilities

  • Lead the market. Develop deep relationships across all aspects of a Financial Advisor’s business across a territory.
  • Be consultative business partners to help advisors navigate markets, portfolio, business issues, etc.
  • Drive sales across the full spectrum of BlackRock investment solutions (Alts, Mutuals Funds, ETFs, SMAs, Risk Management) by developing, maintaining and growing relationships with new and existing financial advisors.
  • Embrace data-driven client tiering and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
  • Build an efficient and thoughtful territory strategy to ensure consistent engagement and influence.
  • Drive sales through mastery of BlackRock investment solutions, including Alternatives, Mutual Funds, ETFs, SMAs, and portfolio solutions.

Preferred Qualifications

    No preferred qualifications provided.


TaggedBachelor'sBlackRockEnterprise SalesExpert or higherFinance & Operations & StrategySales & Account ManagementSenior

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