Associate, Sales Support Associate, Sales Support …

in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Base plus bonus
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Base plus bonus
5+ years’ experience with institutional investors willing to obtain, the series 7, 63, and 3 licenses

About this role

BlackRock serves clients in more than 60 countries, including pension funds, foundations, endowments, official institutions, insurance companies, sub-advisory relationships, high net worth individuals, family offices and private banks. Within the Institutional Client Business, we pride ourselves on creating, communicating, and delivering investment solutions for clients worldwide. To that end, we have teams of professionals with expertise in the many functions that combined make this effort successful, including relationship management, marketing, sales, client service, and product development and management.

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:

  • Great company culture
  • Flexible Time Off
  • Summer Fridays
  • 401k matching

Job Description

The Sales Support Associate is responsible for partnering with our Senior Relationship Managers to effectively execute a business plan to deliver our BlackRock solutions to Institutional Investors. The Associate will maintain a high level of client connectivity and represent the most comprehensive investment platform offering in the industry.

The responsibilities of an Associate in the US and Canada Institutional Client Business include:

  • Participate as a key member of dedicated client teams serving US Pension Clients in the Central and Western Regions.

  • Support Relationship Managers with all ongoing sales, service and communication with clients and prospects.

  • Assist in complex solutions to address our clients’ unique needs and objectives.

  • Manage projects around the development of our solutions business, including marketing and prospecting efforts, thought leadership and events.

  • Exhibit high-level market knowledge and ability to converse with investors and current economic and market conditions.

  • Develop asset class fluency across BlackRock's product range - including fixed income, equity, hedge funds, real assets, private equity and private credit.

  • Cultivate positive relationships with clients becoming the "go-to" person

  • Collaborate with portfolio managers, investment product specialists, compliance officers, consultant relations staff, operations and portfolio administration personnel, to organize client meetings and coordinate presentation material content.

  • Use BlackRock's proprietary systems to gather security, capital market, and economic data to build a range of presentation materials including portfolio review books, board presentations, and marketing materials.

  • Gather critical data to quickly respond orally and in writing to client information requests.

  • Write and publish client meeting summary notes posted to firm wide client relationship management systems.

  • Assist with new client on-boarding- supporting clients through the process of opening new accounts with BlackRock.


  • 5+ years’ experience with institutional investors

  • Knowledge of investment trends and capabilities across traditional and alternative investment products

  • BA/BS degree in related field (Economics, Finance or Accounting) or equivalent experience

  • Outstanding verbal and written communication skills

  • Progress towards a CFA designation is strongly desired

  • Has, or is willing to obtain, the series 7, 63, and 3 licenses


  • A commitment to BlackRock’s fiduciary culture; able to approach client interactions in a consultative manner

  • Proactive, highly driven by relationship management and revenue generation

  • Commitment to client service, high responsiveness

  • Analytical interest and acumen – passion for portfolio building and market fluency

  • Proven intellectual ability and interpersonal skills

  • Ability to establish credibility with and influence the institutional investor community

  • Highly effective in forging working relationships with team members and business counterparts

  • Passionate about inclusion and embraces diversity of thought; seeks out diverse viewpoints to solve complex problems

  • Strong time management, organizational, and problem-solving skills

  • Strong professional and personal integrity

About BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of September 30, 2019, the firm managed approximately $6.96 trillion in assets on behalf of investors worldwide.

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

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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.