Associate/Vice President, Wealth Advisory Model Portfolio Sales
Jobtailor
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. Requirements Bachelor’s degree required CIMA or CFA preferred 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 #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
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