Associate, Models

Job Description

About this Role

Associate, BlackRock Models Specialist

Job Summary

Due to our continued phenomenal growth, we are actively seeking sales, trading, and relationship managers to join our team as a seasoned associate with a proven successful track record of managing assigned targeted relationships. The model portfolio management team provides investment advice to institutional investors on investment strategies that generate returns from Models. Alternatives, SMAs and sub-advised products. The role is in multiple locations including Princeton, Boston, San Francisco and Atlanta.

Business Description

BlackRock's US Wealth Advisory uses retail investment and fixed income strategies from Model Portfolios to Model Portfolios. The scope of their role will include 3 core elements:

• Act as the author on Model Portfolios to sell a broad range of Model Portfolios to the largest and fastest growing firms across the independent RIA, IAR, and OMS platforms.
• As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors.
• Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled-in person and digital events.

Primary Responsibilities

• Demonstrate mastery of Portfolio landscape.
• Deliver investment and portfolio construction conversation.
• Accelerate the growth of.
• Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and their advisors.
• Profile our clients in order to learn more about their objectives and then provide them appropriate solutions.
• Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm.
• Embrace technology to deliver an exceptional client experience.

Skills and Qualifications

• Bachelor's degree required.
• CFA, CMA or CPA preferred.
• Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler.
• Strong technical services background with knowledge of investment trends and advisor practices.
• Exceptional verbal and written communication skills.
• Ability to travel 3-4 weeks per year.
• Series 7 and 66 (or 63 & 65) required.
• Clean Slate.

What We Offer

For Princeton, NJ only: Base salary range is $150,000 - $200,000. Additionally, compensation and benefits include a discretionary bonus. BlackRock operates a defined contribution retirement plan. For more information about BlackRock's benefits, please go to https://careers.blackrock.com/us/en/benefits.

Benefits

• A strong 401(k) or similar retirement plan with company match.
• An Off-cycle (ETO) to relax, recharge and be there for the people you care about.

Our Hybrid Work Model

BlackRock's hybrid work model is designed to enable a culture of collaboration and connection while supporting flexibility for all. Employees are currently required to work at least 3 days in the office per week, with the flexibility to work remotely 2 days per week. We remain focused on increasing the impactful moments that arise when we work together in person as much as possible.

Diversity, Equity and Inclusion

BlackRock is proud to be an equal opportunity employer committed to diversity, equity, color, national origin, religion, marital status, political affiliation, religion, citizenship status, gender, information, veteran status, or any other basis protected under applicable law or by BlackRock's D&I policy and/or Our Right to Work policy. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities.