Market Leader/External Wholesaler – Vice President
Company | BlackRock |
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Location | San Francisco, CA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior, 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
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No preferred qualifications provided.