Us Wealth Advisory Sma Specialist, Associate/vp

BlackRock

Princeton, NJ, USA
Base: usd$100,000.00 - usd$110,000.00; bonus/equit...
4d onsite
Sma offerings expertise
Client relationship development
Financial professional education
BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts in partnership with generalist relationship managers across all advisor segments

Job Summary

  • BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts in partnership with generalist relationship managers across all advisor segments.
  • They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and positioning BlackRock’s full suite of custom SMA solutions for their high-net-worth clients.
  • BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Matching Summary

BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts in partnership with generalist relationship managers across all advisor segments.

Salary

Base: USD$100,000.00 - USD$110,000.00; Bonus/Equity: annual discretionary bonus; Benefits: healthcare, leave benefits, and retirement benefits

Skills & Requirements

Must-have

  • SMA offerings expertise
  • Client relationship development
  • Financial professional education
  • Custom SMA solutions
  • Sponsor platform understanding

Nice-to-have

  • White glove client experience
  • Collaborative internal partnerships
  • Broadening advisor reach

Key Requirements

  • Bachelor's degree required
  • CFP, CIMA or CFA preferred
  • Minimum 3+ years in SMA, ETF or mutual fund sales
  • Strong financial services background
  • Clean U-4

Work Rights

Not specified

Tailored Resume

Cover Letter