Home Office Based Investment Management Consultant

  • Not Specified
  • Boston, MA, USA
  • Permanent, Full time
  • BlackRock
  • 18 Feb 18 2018-02-18

BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At December 31, 2016, BlackRock’s AUM was $5.1 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that

BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At December 31, 2016, BlackRock’s AUM was $5.1 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of December 31, 2016, the firm had approximately 13,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com | Twitter: @blackrock_news | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock

Job Description:

As a ‘home office’ based Investment Management Consultant, provide BlackRock asset management capabilities to Advisors in the Independent channel. Be effective at selling Mutual Funds, iShares and other platform capabilities such as model portfolios.  Train Advisors on the full set of tools and resources that BlackRock provides.

Responsibilities:

  • Generate positive sales results in line with budget.  Increase market share and retain assets
  • Work persistently towards mutually agreeable sales and activity goals with target advisors
  • Demonstrate dedication to the company and colleagues’ success and contribute to the group
  • Adapt to change readily by trying new selling approaches, styles and new material in his/her territory
  • Exhibit in-depth knowledge on all investment products, and have a high level of comfort in communicating this information to Advisors in the context of portfolio construction
  • Position and differentiate BlackRock and our products against competitor firms and their products
  • Converse knowledgeably with Advisors about the economy and portfolio management
  • Creatively assist Brokers/FAs in sourcing sales ideas
  • Communicate effectively by phone, through webex and VC
  • Promote team morale and be open and helpful in sharing best practices with other BlackRock employees
  • Partner with external and internal wholesalers on segmentation to develop a process and coordinate efforts in the territory
  • Fully incorporate sales data into sales process to most effectively manage territory and enhance penetration levels
  • Fully leverage digital assets (tools, direct marketing, web site) to drive engagement of advisors with BlackRock.

Skills and Qualifications:

  • Bachelor’s degree required (MBA, CIMA, CFP a plus)
  • 2+ years as an experienced internal wholesaler or 1+ year as hybrid wholesaler
  • Strong financial services background
  • Demonstrated understanding of the equity and bond markets
  • Communicate effectively verbally and in writing
  • Excellent sales and platform skills to provide valued added services to clients
  • Series 7 & 66 is required
  • 10% of travel is required

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.