Job Description

Responsibilities:

Support Senior Institutional Sales and Account Management professionals, Defined Contribution Consultant Relations professionals, and broader US Institutional sales teams on ongoing sales, service, strategy education, and communication with Institutional DC clients, prospects, and their investment consultants.
Support the Institutional Relationship Managers in building and retaining client and consultant relationships.
Field, respond to, and accommodate day-to-day requests regarding strategy information, pricing inquiries, and other ad-hoc client requests.
Assist Account Managers in on-boarding of new accounts and sophisticated implementations in coordination with the DC Product Management team and BlackRock’s on-boarding & operational teams.
Supervise the tracking of business activities and maintain contact information in BlackRock’s CRM platform.
Help develop significant reporting metrics for senior management.
Contribute to developing business plans for the Institutional DC team, help build Institutional DC client/prospect/consultant data base.
Coordinate and structure portfolio reviews and prepare presentation meeting materials.
Build or update briefing memos ahead of client meetings for senior leadership
In coordination with other BlackRock teams, assist in writing, coordinating, and completing investment management proposals, including formal RFPs, under tight deadlines.
Learn and excel in using BlackRock’s proprietary systems to capture information about products, fund vehicles, client holdings and performance, and other critical information.
Provide support for DC Institutional Sales, broader team initiatives, and special projects.
Expand knowledge about products, services and sales techniques.
Attend with the team some client consultant meetings. Over time may assume some ownership of smaller relationships.

Skills and requirements:

Bachelor’s degree required
Has, or is willing to acquire, the series 7 and 63 licenses within three (3) months of hire date
High proficiency in Microsoft Office and an interest in learning new applications
Outstanding written and verbal communication skills
Organized and meticulous with strong time leadership skills
Confirmed analytical ability, maturity, and judgment
Thrives in a fast-paced environment with a proactive, “can do” attitude
Motivated by sales and revenue retention
Effective teammate; able to work with people of all levels and coordinate with internal teams
Has a high level of self-motivation and personal accountability, with strong integrity & ethics