Defined Contribution- Internal Advisor Consultant recruitment
Within the Global
Client Group (GCG), we pride ourselves on creating, communicating,
and delivering investment solutions for clients worldwide. To that
end, we have teams of professionals with expertise in the many
functions that combine to make this effort successful and
sustainable, including relationship management, marketing, sales,
client service, and product development and
management.
We serve
institutional and retail clients in more than 60 countries,
including pension funds, foundations, endowments, official
institutions, insurance companies, sub-advisory relationships, high
net worth individuals, family offices, and private banks. Further,
we work to cultivate relationships with key distributors of our
investment products, such as broker-dealers, banks, registered
investment advisers, financial planners, insurance companies, and
building societies.
Alternative
Investments, Cash Management, Financial Institutions, Global
Consultant Relations, International, Institutional Product
Investment Communications, Private Client, Real Estate, Capital
Markets, Pensions/Tax-Exempt, and Wealth Management are some of the
key global product units, client business units, and global
cross-channel teams that together form BlackRock's premier Global
Client Group.
BlackRock's U.S.
Defined Contribution Group (USDC), is currently one of BlackRock's
most dynamic businesses and has been named by senior management as
one of the main engines for future revenue growth. By
focusing on financial intermediated sales of BlackRock
products through Defined Contribution Plan platforms and providers
that are distributed by wirehouses, banks, independents and RIAs,
USDC has helped solidify BlackRock's position as a
top provider of Defined Contribution Plan investment
solutions.
Role
Description:
As a Defined
Contribution Internal Advisor Consultant, partner with external
Defined Contribution Advisor Consultant(s) to provide BlackRock
asset management capabilities to financial intermediaries as
investment recommendations to their Defined Contribution Plan
clients. Be effective at selling Open-End Mutual Funds as well as
Collective Trusts, and act as a liaison between portfolio managers
and financial intermediaries.
Responsibilities:
- Partner with the
Defined Contribution Advisor Consultants to cover a specific
geographical territory. - Proactively
position and differentiate BlackRock and our investment products
against competitor firms and products. - Work persistently
towards sales and activity goals. - Demonstrate
dedication to the company and colleagues' success and contribute to
the group. - Exhibit and
maintain an above average level of knowledge of BlackRock products
and current economic and market conditions. - Converse
knowledgeably with Defined Contribution producers, Defined
Contribution Plan Wholesalers and other key influencers of Defined
Contribution Plan investment menu design about investment
solutions, current economic and market conditions, portfolio
management and Defined Contribution Plans and trends. - Respond to daily
telephone inquiries on performance and positioning of BlackRock
funds and collective trusts. - Create and maintain
working relationships with financial advisors and other key
personnel. - Promote team morale
and be open and helpful in working/training with other BlackRock
employees. - Minimal travel
required.
Skills and
Qualifications:
- Bachelor's degree
required (MBA, CIMA, CFP, CRPS, ARPC a plus). - 3+ years relevant
financial services experience, mutual fund experience
preferred. - Series 7 is
required. Series 63/65 or 66 preferred. - Previous
sales/wholesaling experience preferred. - Strong written and
oral communication skills. - Excellent listening
and profiling skills. - Good comprehension
of the Defined Contribution market. - Demonstrated
understanding of equity and bond markets. - Must be
client-focused. - Motivated team
player with strong interpersonal, organizational, time management
and problem solving skills. - Previous experience
with financial services software (Morningstar, PSN, Zephyr, Coates,
FI 360) a plus.
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.