Vice President, Portfolio Design Sales Specialist jobs in United States
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BlackRock · 1 week ago

Vice President, Portfolio Design Sales Specialist

BlackRock is one of the world’s preeminent asset management firms, and they are seeking a Vice President, Portfolio Design Sales Specialist to accelerate sales growth and deepen relationships with financial advisors. The role involves customizing portfolio solutions, consulting on portfolio construction, and leveraging technology to enhance client experiences.

Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment

Responsibilities

Deliver subject matter expertise on BlackRock Model Portfolios
Implement customized portfolio solutions in conjunction with the advisor’s investment goals
Deliver fiduciary and investment insights through portfolio construction conversations
Embrace data-driven segmentation and the BlackRock Engagement Model to drive deeper relationships
Profile our clients in order to learn more about their objectives and deploy the appropriate resources
Partner with BlackRock’s Market Leader, Product Strategists, and external partners to deliver the full breadth and benefits of BlackRock’s investment solutions
Embrace technology to deliver an exceptional client experience

Qualification

Investment management experienceSales experienceCFACAIAPortfolio constructionCommunication skillsData-driven segmentationTechnology utilizationAladdin platformClient experienceSelf-motivationOrganizational skillsRelationship building

Required

BA/BS required
A minimum of 3+ years investment or asset management experience
Sales experience within asset management, wealth management, or the financial industry more broadly is a must
Passion for markets, investing, and portfolio construction with a commercial mindset
Strong communication skills with the ability to connect and build relationships with internal partners and external clients
High level of self-motivation; ability to work independently with modest supervision
Strong organizational skills; ability to multi-task, prioritize and collaborate vertically/horizontally in a fast-paced environment
NASD Series 7 and 66 (or 63 & 65) required

Preferred

Advanced degree, CFA, or CAIA designations are a plus, but are not required

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