Associate, Models Specialist, Investment Management Associate Associate, Models Specialist, Investment  …

in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Associate, Models Specialist, Investment Management Associate

About this role

Are you a highly motivated, self-starter who can develop positive relationships? Would you like to use your market knowledge to make a difference day in and day out at the world's largest asset manager? Look no further. BlackRock is seeking an Model Specialist/ Investment Management Associate/Internal Wholesaler to become part of our US Wealth Advisory team.

Our USWA team establishes relationships with wealth management firms and platforms to distribute BlackRock's alpha-seeking and iShares investment capabilities, and drives the adoption of BlackRock's portfolio construction and digital wealth technologies by financial advisors. The team has roughly 200 colleagues between Boston, Princeton, and San Francisco, with around 130 market leaders or external wholesalers and are at the forefront of reinventing the industry. Come join our team and experience what it feels like to be part of an organization that makes a difference.

Who We Are

At BlackRock we are a fiduciary to our clients, which means we look out for their best interests. We have an extraordinary responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home, and improve their financial well-being.

We are passionate about our work. But we're also passionate about having a life. From financial wellness to personal wellness, we offer a wide variety of strong work/life support for you to achieve the highest quality of life. Some of our favorites include:
  • Flexible Time Off
  • Strong collaborative culture
  • 401k matching

Primary Responsibilities:

The Model Specialist independently executes on delivering BlackRock Models sales within a defined territory. They will maintain a high level of client connectivity, partner with centers of influence to create scale in advisor outreach, and utilize BlackRock proprietary tech resources to drive advisor engagement. The Model Specialist will engage their clients' whole portfolio and represent the most comprehensive investment offering in the industry.
  • Proactively position and differentiate BlackRock Model Portfolios and our investment products against competitor firms and products to Financial Advisors independently in their market
  • Own full sale cycle:
    • Build an efficient and thoughtful strategy to maximize engagement and influence
    • 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
    • Exhibit high-level market knowledge and ability to converse with financial advisors on investment solutions and current economic and market conditions
  • Partner with Centers of Influence (COIs) to create scale in advisor outreach through WebEx and In Person group meetings
  • Liaise with BLK partners (product teams, Portfolio Solutions, Advisor Insights, etc.)
  • Utilize Advisor Center to drive advisors into the BLK ecosystem
  • Potential stretch projects across various USWA teams
  • Act as mentor and resource for Leverage Sales team
  • Share best practices across markets to create opportunities to streamline campaigns/initiatives

  • BA/BS degree or equivalent experience required
  • 2+ years of experience in mutual fund or brokerage industry required
  • Series 7 and 66 (63 & 65 in lieu) required or must be obtained within licensing time frame after hire
  • Knowledge of investment trends and advisor practices
  • Outstanding verbal and written communication skills
  • Proven MS Office skills, including Word, Excel, and Outlook.
  • Experience with web-based technology
  • Clean U-4


San Francisco Bay Area

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit | | Instagram: @blackrock | Twitter: @blackrock | LinkedIn:

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, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
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