VP, Portfolio Engagement Specialist

Princeton, USA
30 Jun 2022
15 Jul 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

About this role

Vice President, BlackRock Portfolio Engagement Specialist

Job Description:

BlackRock is a leader and pioneer in risk management and portfolio analytics. Our product breadth allows us to partner with financial advisors to offer a variety of different solutions to ensure their portfolios reflect their risk appetites. Due to continued growth, the Portfolio Engagement team is seeking a client-facing, sales professionals to represent our diverse product suite.

Business Description:

BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships, USWAs mandate is to deliver One BlackRock to retail.

Role Description:

BlackRock Portfolio Engagement Specialists in US Wealth Advisory are responsible for accelerating sales growth and deepening relationships with financial advisors. The scope of their role will include 3 core elements:

Model Customization: help advisors develop a process for customizing BlackRock's in-house model portfolios Relationship Building: partner with BlackRock's Market Leaders to deepen relationships with the largest and fastest growing financial advisors. Technical Mastery: Understand BlackRock's world-class risk analytic platform, Aladdin, to facilitate engagements on advisor portfolios during client meetings

This positions has the option to reside in Princeton, Boston, or San Francisco.

Who Should Apply for this Opportunity?
  • Individuals with an interest in sales
  • Goal-oriented and ambitious candidates who exceed sales goals
  • Applicants with a passion for Risk Management, Portfolio Construction, and Capital Markets

Primary Responsibilities:
  • Deliver subject matter expertise on BlackRock Model Portfolios
  • Implement customized portfolio solutions in conjunction with the advisor's investment goals
  • Deliver fiduciary and investment insights through portfolio construction conversations
  • Embrace data-driven segmentation and the BlackRock Engagement Model to drive deeper relationships
  • Profile our clients in order to learn more about their objectives and deploy the appropriate resources
  • Partner with BlackRock's Market Leaders, Portfolio Solutions, Product Strategists, and external partners to deliver the full breadth and benefits of BlackRock's investment solutions
  • Embrace technology to deliver an exceptional client experience

Skills and Qualifications:
  • Bachelor's degree required
  • CFP, CIMA or CFA preferred
  • Minimum 3+ years as an experienced model, ETF, mutual fund wholesaler, or product strategist
  • Strong financial services background with knowledge of investment trends and advisor practices
  • Exceptional verbal and written communication skills
  • Strong organizational and sales skills, including profiling and resource deployment
  • NASD Series 7 and 66 (or 63 & 65) required
  • Clean U-4

Our benefits

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.

About BlackRock

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.

For additional information on BlackRock, please visit careers.blackrock.com | www.blackrock.com/corporate | Instagram: @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

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.

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.
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