Associate/Vice President, Sales Specialist – US Wealth Advisory
BlackRock · Princeton, United States +4 · 25d ago
About this role
Business Description
BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies — from Model Portfolios, iShares ETFs, and Mutual Funds to Alternatives, SMAs, and sub-advisory relationships — USWA's mandate is to deliver One BlackRock to third-party intermediaries including RIAs, Wirehouses, and Independent Broker-Dealers.
Role Description
We are actively seeking client-facing sales professionals across multiple different roles with a proven track record of managing an assigned territory to help identify, develop, and own client relationships. In this role, you will be responsible for representing BlackRock's investment solutions and delivering the full capability of the firm to financial advisors and key partners. Depending on team alignment, your focus may span BlackRock's broad product suite — including Model Portfolios, Retirement Solutions (LifePath, CITs, Co-Manufactured Products), ETFs, Mutual Funds, SMAs, and Alternatives.
The scope of the role includes three core elements:
Drive Commercial Results — Partner with senior sales leaders and Centers of Influence to deepen relationships with the largest and fastest-growing financial advisors and firms across your assigned territory.
Cultivate New Relationships — Identify and develop the next generation of top advisor relationships through client profiling, lead identification, and proactive outreach.
Deliver Expertise — Provide fiduciary and investment insights through portfolio construction conversations, thought leadership, and both in-person and digital client engagements.
Who Typically Applies for these types of roles?
- Experienced sales professionals with a track record of client engagement, relationship building, and business development
- Goal-oriented and commercially driven candidates focused on reaching and exceeding sales goals
- Candidates with excellent interpersonal skills, strong analytical abilities, and an appreciation for data-driven sales strategies
- Individuals with a strong passion for the asset management industry and capital markets
Primary Responsibilities
- Build deep, consultative relationships across all aspects of an advisor's business — helping them navigate markets, portfolios, and business challenges
- Proactively position and differentiate BlackRock's investment products and solutions against competitors
- Embrace technology, data-driven segmentation, and the BlackRock selling system to execute high-impact client engagements (virtual and in-person)
- Uncover client needs and deploy the appropriate products, solutions, and resources across BlackRock's full platform
- Demonstrate mastery of BlackRock's products, solutions, thought leadership, and digital capabilities
- Build an efficient and thoughtful territory strategy to maximize engagement and influence
- Partner and collaborate with colleagues across the organization — including portfolio solutions, product strategists, and record keeper partners — to deliver the entirety of BlackRock to clients
- Utilize CRM daily and embrace the firm's commitment to an exceptional client experience
Skills & Qualifications
- Bachelor's degree required
- CFP, CIMA, CAIA, or CFA preferred
- 2–3+ years of experience in asset management sales, mutual fund/brokerage industry, or related client-facing sales role
- Strong financial services background with knowledge of investment trends and advisor practices
- Exceptional verbal and written communication skills to engage key partners and present sales materials
- Strong territory management, organizational, and sales skills — including profiling, resource deployment, and the ability to multitask under tight time constraints
- Mastery of virtual engagement technology and web-based tools
- FINRA Licenses: SIE, Series 7 & 66 (or 63 & 65 in lieu) — required or to be obtained within the licensing timeframe after hire
- Clean U-4
- Desire to build a long-term career in client-facing sales with upward mobility
- Part-time travel within assigned territory may be required
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.