WF
Business Relationship Support Associate Manager overseeing client services team at Wells Fargo. Leading business relationship support while ensuring compliance and process improvements.
BL
Hybrid Associate Vice President – Alternative Investment Sales Specialist
Posted 3 hours ago
About the role
- Investment Sales Specialist at BlackRock focusing on enhancing alternative product distribution through advisor relationships. Responsibilities include client education and leveraging internal resources for optimal client engagement.
Responsibilities
- Demonstrate mastery of BlackRock Alternative Investment products and resources
- Effectively profile to deliver fiduciary and investment insights through portfolio construction conversations
- Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with Wirehouse, Independent and RIA clients.
- Broaden our reach to more advisors through leveraged events
- Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock’s resources and solutions to the client
Requirements
- Bachelor’s degree required
- CIMA / CAIA Certification (or progress toward completion)
- Strong financial services background with knowledge of investment trends and advisor practices
- Exceptional verbal and written communication skills
- Strong territory management and sales skills, including profiling and resource deployment
- NASD Series 7 and 66 (or 63 & 65) required
- Clean U-4
- Occasional travel required
Benefits
- healthcare
- leave benefits
- retirement benefits
- strong retirement plan
- tuition reimbursement
- Flexible Time Off (FTO)
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