Investment Management Associate
This is an opportunity to work with iShares: the world's most comprehensive family of exchange traded products with more than 275 exchange traded funds offered globally. The Core Wirehouse Channel seeking high energy, self-motivated Investment Management Associates (IMA) to build and grow client relationships within the financial advisors inside the top four wirehouses. As a key contributor within a regional territory team, IMA will serve as the strategic liaison in delivering iShares portfolio solutions.
Primary Responsibilities:
- Drive Net New Business and Net New Revenue, executing a consultative sales approach within a defined geographic territory
- As a member of the team, the IMA will actively participate in the business management and territory planning with the Investment Management Consultant (IMC)
- Successfully use the telephone identify new opportunities and pursue existing ones; client profiling, lead identification, follow-up activity, setting up meetings, and sales execution
- High level of client interaction with a consultative sales approach
- Ability to present quantitative (analytical) and qualitative benefits of ETF investing, as well delineate the unique iShares value proposition.
- Use creative thinking to target clients and to develop customized sales strategies
- Exceed the minimum activity standards
- Develop and leverage key internal relationships to aid in providing solutions to advisors
- Manage day-to-day operational duties (manage and track sales lead flow, manage and maintain CRM database, report weekly activities and accomplishments, etc.)
Qualifications:
- BA/BS degree required
- 5+ years of experience in mutual fund or brokerage industry
- NASD Series 7 and 66 (or 63 65) required
- Ability to develop relationships with advisors and position investment ideas and other value-add services generating sales and assets
- High energy, motivated individual, committed to excellence
- Strong phone selling skills
- Solid presentation skills both on the phone and in-person
- Ability to work in a team environment
- Exceptional verbal and written communication skills
- Solid MS Office skills, including: Word, Excel, and Outlook. Experience with web-based technology
- Strong character references
- Clean U-4 and no prior-firm contractual restrictions regarding distribution of investment products
BlackRock is proud to be an E-Verify Equal Opportunity/Affirmative Action Employer--M/F/D/V.
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.
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