Associate/Vice President, US Wealth Advisory Model Portfolio Sales jobs in United States
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BlackRock · 1 day ago

Associate/Vice President, US Wealth Advisory Model Portfolio Sales

BlackRock is a leader in the Asset Management Industry, actively seeking client-facing sales professionals to enhance client relationships in the rapidly growing model portfolio landscape. The role focuses on driving sales opportunities and delivering portfolio construction expertise to financial advisors.

Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment

Responsibilities

Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape
Deliver fiduciary and investment insights through portfolio construction conversations
Accelerate the growth of Model Portfolios within a given geography
Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors
Profile to learn more about our clients and deploy the appropriate resources
Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm
Embrace technology to deliver an exceptional client experience

Qualification

Model Portfolio expertiseSales experienceFinancial services knowledgeCIMACFATerritory managementCommunication skillsPassion for Asset ManagementData-driven segmentationResource deploymentClean U-4NASD Series 7Relationship buildingGoal-oriented

Required

Bachelor's degree required
Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external)
Strong financial services background with knowledge of investment trends and advisor practices
Exceptional verbal and written communication skills
Strong territory management and sales skills, including profiling and resource deployment
NASD Series 7 and 66 (or 63 & 65) required
Clean U-4
Part-time travel is required within the territory
Experienced Sales Professionals who have a track record of client ownership
Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas
Candidates with proven relationship building skills
Strong Passion for Asset Management Industry and Capital Markets

Preferred

CIMA or CFA preferred

Benefits

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Company

BlackRock

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BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.

Funding

Current Stage
Public Company
Total Funding
$6.59B
Key Investors
Ariel Yehezkel
2025-06-20Post Ipo Equity· $0.02M
2025-03-27Post Ipo Debt· $1.08B
2024-07-17Post Ipo Debt· $2.5B

Leadership Team

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Andrew Leba
Vice President & Legal Counsel
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Mike Strug
Vice President
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Company data provided by crunchbase