BlackRock

Analyst, Sales Support Representative - US Wealth Advisory

Posted on: 5 Feb 2021

San Francisco, CA

Job Description

Description

About this role

What we do

BlackRocks business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clientsperiod. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future.

Thats why investors of all kinds have made us the worlds largest asset manager, entrusting us with trillions of dollars, and its why companies, institutions and global governments come to us for help meeting their biggest financial challenges.

Our Benefits

We are passionate about our work. But were also passionate about having a life. To help you stay energized, engaged and inspired, we offer a wide range of benefits from financial wellness to personal wellness. Some of our favorites include:

* Flexible Time Off (FTO)

* 401k matching

* Phenomenal company culture

About the Team

The U.S. Wealth Advisory team is responsible for distribution, marketing, and product management for BlackRocks U.S. registered products, including alternative investments, open-end funds, closed-end funds, managed accounts and ETFs.

As a Sales Support Analyst, you will be representing BLK market views, handling questions, servicing client requests, and driving sales in a wide range of BLK products, across all channels and asset classes.

Responsibilities:

* Handle inbound calls from Wire houses, Independent, and other financial firms, functioning as a liaison between the Financial Advisors (FAs) and respective regional sales personnel both internal and external.

* Play an instrumental role in coordinated territory coverage with regional sales personnel, accomplished through regularly communicating with regional sales personnel to discuss territory-related matters involving products, special marketing efforts and problem resolution/updates.

* Proactively reach out to targeted advisors to drive sales in BlackRock products during specific campaigns

* Following-up with Financial Advisors and regional sales personnel on problem resolution/updates.

* Maintain and develop knowledge of BlackRock products, marketing sales strategies, systems and applications to fully support/service the FAs with all inquiries.

* Prepare sales/marketing proposals for Financial Advisors and/or Sales personnel.

* Research and resolve all Separately Managed Account administrative/operational issues: Fee Calculations/Issues, Billing Inquires, PC Issues and any other Account Issues.

* Ability to multitask and work under tight time constraints.

Requirements:

* Bachelors Degree or equivalent experience is required, with preference to business fields such as Finance, Accounting, or Economics

* High sales acumen and the desire/ability to generate sales opportunities. Must be confident, persuasive, and credible over the phone and in person.

* Understanding and/or ability to learn various investment types including fixed income, derivatives, alternatives, equities, etc.

* Outstanding relationship management skills to build and maintain collaborative partnerships

* Strong interpersonal, organizational and influencing skills, ability to engage partners and communicate complex information in simplistic terms

* Professional level of written and verbal communication skills required to prepare and present sales plans and materials, provide technical information regarding products and services, and develop sales presentations.

* Ability to acquire the SIE, Series 7, and Series 66 within a period of time following employment

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

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, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.



For additional information on BlackRock, please visit www.blackrock.com/corporate | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

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 persons 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.

BlackRock

New York, New York

BlackRock, Inc. is an American global investment management corporation based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager with $6.5 trillion in assets under management as of April 2019. BlackRock operates globally with 70 offices in 30 countries and clients in 100 countries. Due to its power and the sheer size and scope of its financial assets and activities, BlackRock has been called the world's largest shadow bank.

In May 2019, BlackRock received widespread criticism for the environmental impact of its holdings. It is counted among the top three shareholders in every oil “supermajor” except Total, and is among the top 10 shareholders in seven of the 10 biggest coal producers. In its 2018 annual letter to shareholders, chief executive Larry Fink said that his overriding duty is to make customers money, whatever the environmental consequences.