BlackRock Internal Wholeser

  • Competitive
  • San Francisco, CA, USA
  • Permanent, Full time
  • BlackRock
  • 29 Sep 16

BlackRock Internal Wholeser

The Internal Wholesaler will partner with an Investment Management Consultant (external sales) to effectively execute a business plan to accelerate the growth trend of iShares and broader BlackRock products and solutions to professional financial advisors with a specific channel and defined territory. The Internal Wholesaler will maintain a high level of client connectivity and represent the most comprehensive investment offering in the industry.

Primary Responsibilities:

  • Drive iShares usage by Financial Advisors through a phone based consultative sales approach
  • Build an efficient and thoughtful strategy to maximize engagement and influence with financial advisors
  • Expand existing client base by uncovering investment needs and presenting solutions
  • Identify and pursue new opportunities by client profiling, lead identification, and follow-up activity
  • Demonstrate mastery of iShares core product offering and proficiency in broader BlackRock solutions
  • Understand dynamics of Capital Markets, impact to investor portfolios, and objective based investing
  • Exceed client contact expectations and commitment to professional development
  • Understanding of competitive landscape
  • Partner with colleagues across the organization to maximize the BlackRock/Client relationship
  • Embrace the firm's commitment to the client experience
  • Represent the Professional Quality, Individual Choice and Responsible Innovation that Advisors expect from iShares.
  • BA/BS degree required, emphasis on Finance, Economics, or Engineering preferred
  • Minimum GPA of 3.5•2+ years of experience in mutual fund or brokerage industry required
  • NASD Series 7 and 66 (or 63 & 65) required
  • Knowledge of investment trends and advisor practices
  • Exceptional verbal and written communication skills
  • Solid MS Office skills, including: Word, Excel, and Outlook.
  • Experience with web-based technology
  • Clean U-4

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, disability, veteran status, and other statuses protected by law.

BlackRock will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of Article 49 of the San Francisco Police Code.