BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts in partnership with generalist relationship managers across all advisor segments. SMA Specialists serve as a subject matter expert across the full range of BlackRock SMA offerings including active FI and equity SMAs, Aperio direct indexing and SpiderRock option overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and positioning BlackRock's full suite of custom SMA solutions for their high-net-worth clients. They are the go-to resource for education and training for the internal sales team. They will be focused on delivering deep expertise and broadening our reach to more advisors while proving a "white glove" experience to SMA clients making BlackRock the most convenient asset manager to do business with.
Primary responsibilities include demonstrating mastery across the full breadth of BlackRock SMA offerings, employing a collaborative approach to partner with various internal colleagues to deliver all of BlackRock's resources and solutions to the client, utilizing custom SMA proposals and client reporting to deliver solutions aligned to the end client's personalized goals and objectives, demonstrating a deep understanding of sponsor platforms across the wealth landscape, and embracing technology to deliver an exceptional client experience.
Bachelor's degree required, CFP, CIMA or CFA preferred. Minimum 3+ years in SMA, ETF or mutual fund sales. Strong financial services background with knowledge of investment trends and advisor practices. Solid understanding of fixed income, equity and options markets. Exceptional verbal and written communication skills. Strong sales, partnership, and organizational skills, including profiling and resource deployment. Clean U-4. Occasional travel required. Position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, Chicago, San Francisco).
For San Francisco, CA only the salary range for this position is USD$100,000.00 - USD$110,000.00. Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA only the salary range for this position is USD$100,000.00 - USD$110,000.00. Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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.
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities.
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
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