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Vice President, External Wholesaler - US Wealth Advisory

Company: BlackRock
Location: San Francisco
Posted on: April 10, 2021

Job Description:

DescriptionAbout this role Business Overview: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 SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to third-party intermediaries like RIA's. Role Overview:RIA Mega Market Leaders in US Wealth Advisory are responsible for all aspects of the client relationship and driving sales within the Mega Registered Investment Advisor (RIA) channel. The focus for each market is working with RIA firms that have over $500M in total AUM. The Market Leader will deliver deep expertise to RIA advisors, collaborating with other sales professionals to develop deep relationships and drive results across the entire breadth of BlackRock's solutions (ETF, Mutual Funds, SMA, Alternatives, Models). The territory for this position ranges from San Francisco to Seattle. Key Responsibilities:

  • Develop deep relationships across all aspects of a Mega RIA firm
  • Deliver fiduciary and investment insights through portfolio construction conversations
  • Be consultative business partners with RIA firms to help them navigate markets, portfolios, business issues, etc.
  • Demonstrate mastery of BlackRock products and resources
  • Collaborative approach to partner with various internal colleagues to deliver all of BlackRock's resources and solutions to the client Key Skills and Qualifications:
    • Bachelor's degree required and CFA required
    • Minimum 5+ years as an experienced wholesaler, preferably with experience in the RIA channel
    • Strong financial services background with knowledge of investment trends and advisor practices
    • Exceptional verbal and written communication skills
    • Strong territory management skills, including profiling and resource deployment
    • NASD Series 7 and 66 (or 63 & 65) required
    • Clean U-4
    • Travel within your territory will be expected in the future
    • Role is based in San Francisco or Seattle Our benefitsTo 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. About BlackRock BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.

      For additional information on BlackRock, please visit - Twitter: - LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Keywords: BlackRock, San Francisco , Vice President, External Wholesaler - US Wealth Advisory, Executive , San Francisco, California

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