BlackRock Recruitment – Investment Specialist

Website Blackrock

Job Description:

Alternative Investment Specialists in US Wealth Advisory are responsible for developing client relationships, educating financial advisors on the benefits of investing in the Alternatives space, and positioning BlackRock’s suite of AI products with advisors across the Wirehouse, Independent Broker Dealer, and RIA segments.

Job Responsibilities:

  • Embrace technology to deliver an exceptional client experience
  • Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock’s resources and solutions to the client – strong prioritization and resource allocation skills are key
  • Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with Wirehouse, Independent and RIA clients
  • Profile to learn more about our clients and deploy the appropriate resources
  • Deliver fiduciary and investment insights through portfolio construction conversations
  • Demonstrate mastery of BlackRock Alternative Investment products and resources

Job Requirements:

  • NASD Series 7 and 66 (or 63 & 65) required
  • Position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, San Francisco)
  • Strong territory management and sales skills, including profiling and resource deployment
  • Occasional travel required
  • Exceptional verbal and written communication skills
  • CIMA / CAIA Certification (or progress toward completion)
  • Clean U-4
  • Bachelor’s degree required
  • Strong financial services background with knowledge of investment trends and advisor practices

Job Details:

Company: Blackrock

Vacancy Type: Full Time

Job Location: Boston, MA, US

Application Deadline: N/A

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