Associate Business Development Officer, RIA/TPM Channel recruitment
This is an opportunity to work with iShares: the world's most comprehensive and competitive family of exchange traded products with more than 200 exchange traded funds and exchange traded notes offered globally. The RIA Team is seeking a high energy, self-motivated Associate Business Development Officer (ABDO) to build and grow relationships with financial advisors inside the designated segment of Mid-Tier RIA Firms.
Primary Responsibilities:
• Proactively manage a territory of Mid-Tier RIA's in order to introduce, support and grow use of iShares. This includes identifying opportunities, managing a pipeline of prospective business, and maintaining relationships with appropriate contacts at each firm
• Primary focus on sales driven activity and leveraging technology to maximize the client experience, with 25% of their time outside of the firm meeting with clients.
• Generate and execute strategic business plan
• Deliver branch sales presentations, and conduct face to face meetings with clients and potential iShares prospects
• Utilize the telephone for lead identification, follow-up activity, client profiling, setting up meetings, and sales execution
• Leverage partnerships (home office, etc.) to help identify and close new business
• Travel as needed to industry conferences, regional meetings, and iShares sponsored events
• Develop and leverage key internal relationships to aid in delivering the iShares value proposition to advisors
• Use creative thinking to target clients and develop customized sales messaging/ideas
• Utilize CRM technology to capture sales activities and track the progress of sales opportunities for the territory
• Manage day-to-day operational duties (i.e. manage and track sales lead flow, manage and maintain existing and prospect client databases, report weekly activities and accomplishments, expense reporting, etc.)
Qualifications:
• BA/BS degree required
• CIMA, CFA, or advanced degree preferred
• 5-8 years of experience in the financial services industry
• NASD Series 7 and 66 (or 63 65) required
• Exceptional verbal and written communication skills
• Strategic thinking and prioritization
• Ability to develop relationships with Independent clients and prospects, and ideas and information that will generates sales and assets
• Willingness to travel within assigned territory 25% of the time
• Ability to work and thrive in a fast paced team environment
• Ability to analyze and speak to comprehensive portfolio and market data
• High energy, motivated individual, committed to excellence
• Clean U-4
BlackRock is proud to be an E-Verify Equal Opportunity/Affirmative Action Employer--M/F/D/V.
Skills
BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions -- from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.