USWA Manager Research Consultant Team
USWA Manager Research Consultant Team – VP RIAs
The US Wealth Advisory Manager Research team is responsible for driving BlackRock's portfolio placements across our active equity, fixed income, AI and multi asset investment solutions across Wealth Advisory client base.
The successful candidate will work closely with multiple constituencies as a key resource for BlackRock. The candidate will be responsible for increasing BlackRock's platform presence across key RIA relationships with central research teams work closely with internal constituents to ensure success. The candidate will have a combination of sales, relationship management and analytical skills. The candidate will have the ability to identify and leverage information differentiating BlackRock's mutual fund and separately managed account investment solutions. The candidate will have proven track record in conducting client meetings and leading investment portfolio discussions. Candidate will understand sales process and requirements to successfully distribute strategies through intermediary channels.
Responsibilities:
The candidate will demonstrate the following aptitudes:
· Ability to engage clients/prospects in investment portfolio discussions and positioning BlackRock's investment solutions
· Superior communication skills, both written and verbal, especially via face to face meetings and conference calls
· Creates and maintains long-term strategic trusting relationships with clients, both internal and external
· In-depth knowledge of BlackRock's investment products and ability to effectively communicate quantitative and qualitative aspects of investment process, philosophy, people and performance
· Deep understanding of capital markets and modern portfolio theory; superior grasp of investment strategies, industry/market knowledge and competitive landscape
· Persuades and influences other; gains credibility quickly with multiple audiences
· Must be proactive and take prompt action to accomplish objectives
Skills:
· Experience as a National Account Manager, Product Specialist, Institutional Sales professional, Consultant Relationship professional, money manager, or research analyst
· Proficient in Microsoft Word, Excel, PowerPoint
· Highly organized, motivated and team player
· 6-10 years relevant financial industry experience preferred
· NASD licenses required (Series 7, 63, 65 or Series 7 66)
Education and Training:
· BA/BS degree with a strong academic record
· CFA, MBA or graduate finance degree preferred
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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