Us Wealth Advisory Sma Specialist, Associate/vp

BlackRock

San Francisco, CA, 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’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all.

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
  • deep expertise and reach
  • white glove client experience

Nice-to-have

  • collaborative internal partnerships
  • leveraging technology for client experience
  • understanding sponsor platforms

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
  • Solid understanding of fixed income, equity and options markets
  • Exceptional verbal and written communication skills
  • Strong sales, partnership, and organizational skills
  • Clean U-4
  • Occasional travel required

Work Rights

Not specified

Tailored Resume

Cover Letter