Internal Wholesaler - Market Sale Partner
BlackRock is a leading firm in the financial services industry, managing relationships with US retail investors and financial advisors. The Internal Wholesaler - Market Sale Partner will engage with Financial Advisors to develop client relationships and drive sales, collaborating with Market Leaders to deliver investment solutions.
Responsibilities
- Develop deep relationships across all aspects of an advisor’s business
- Deliver fiduciary and investment insights through portfolio construction conversations
- Provide support to regional sales teams including scheduling meetings with clients, pre-meeting preparation for client meetings and client follow up, coordinated territory coverage, promotion of specific product or marketing campaigns and assist with problem resolution strategies and effectively communicate resolution updates
- Maintain and develop knowledge of BlackRock products, market views, marketing sales strategies, technologies, and applications to fully support and service the FAs with all inquiries
- Be consultative business partners to help advisors navigate markets, portfolios, business issues, etc
- Embrace the firm’s commitment to the client experience and exceed client expectations
- Partner and collaborate with colleagues across the organization to deliver all of BlackRock’s resources and solutions to clients
Skills
- BA/BS degree or equivalent experience required
- SIE, Series 7 & 66 a must
- High sales acumen and the desire/ability to generate sales opportunities. Must be confident, persuasive, and credible over the phone and in person
- Demonstrates being a 'Student of the Market' while understanding and ability to learn various investment solutions within fixed income, derivatives, alternatives, equities, etc
- Strong ability to communicate complex information in simplistic terms
- Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships
- Outstanding verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and develop sales presentations
- Strong organizational skills with ability to multitask and work under tight time constraints
- Desire to have a 'Sales as a Destination' career with upward mobility in client facing sales roles
- Ability to work in team environment while being a driven self-starter
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 Overview