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
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
BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
Funding
Current Stage
Public CompanyTotal Funding
$6.59BKey Investors
Ariel Yehezkel
2025-06-20Post Ipo Equity· $0.02M
2025-03-27Post Ipo Debt· $1.08B
2024-07-17Post Ipo Debt· $2.5B
Recent News
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2026-01-09
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2026-01-09
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