Vice President/Director, Alternative Investments External Wholesaler/Market Leader - Los Angeles
About The Position
BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources and strategies within BlackRock and is tasked with identifying and creating solutions for clients using BlackRock’s broad expertise across investment capabilities. BlackRock’s objective is no less than to be the world’s preeminent provider of Alternative investment solutions within the wealth segment. The individual will be responsible for working with generalist relationship managers to deliver Alternatives education to financial advisors and introducing our Alternatives platform and investment solutions. The individual will be responsible for supporting the broader Alternatives sales and engagement strategy within U.S. Wealth Advisory, maintaining key client and prospect relationships to grow our business and assets under management.
Requirements
- Proven sales background – track record of building strong financial advisor relationships and being viewed as a “trusted advisor”.
- Ability to drive results in an autonomous working environment and in close collaboration with colleagues within and across business units.
- Capacity to move effectively and efficiently between engaging with financial advisors, relationship managers and product specialists to provide value added perspective and deliverables.
- Strong communication skills – ability to clearly and concisely articulate product and platform characteristics to sophisticated investors both in written work and presentations to large and small audiences.
- Passion for the financial markets and alternatives asset class.
- Ability to lead by example – high ethical standards and strong work ethic.
- Minimum 7-10 years’ experience, 5+ years’ experience wholesaling preferred.
- Series 7 and 66 required.
Nice To Haves
- Graduate degree or CFA, CAIA Preferred
Responsibilities
- Execute the alternative sales campaign strategy.
- Serve as central point of contact and key representative from distribution to senior stakeholders and portfolio managers in Alternatives.
- Build robust and lasting sales dialogues with Alternatives Power Users at third party intermediaries, bringing a deep subject matter expertise of BlackRock’s investment platform to the sales process, and being accountable for significant asset growth.
- Manage centers of influence client relationships at a senior level within the market to elevate BlackRock’s overall local relationship.
- Work with distribution partners in various client segments within US Wealth Advisory to drive new business opportunities.
- Actively supporting the existing relationship managers’ sales efforts with clients and prospects as an alternative’s expert.
- Clearly and concisely articulate multiple product characteristics and BlackRock Alternatives Platform narrative to sophisticated financial advisors.
- Initiate education and sales activity with financial advisors not currently engaged in discussions with BlackRock.
Benefits
- employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits.
- strong retirement plan
- tuition reimbursement
- comprehensive healthcare
- support for working parents
- Flexible Time Off (FTO)
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
