Director, Retirement National Accounts Relationship Manager
BlackRock
Job Summary
BlackRock is seeking a client-facing sales professional to manage enterprise relationships within its US Wealth Advisory business, focusing on retirement. The Director will be responsible for representing BlackRock's full range of retirement offerings, including Model Portfolios, iShares ETFs, and mutual funds, to US retail investors and financial advisors. This role involves developing and maintaining relationships with key advisor aggregators and recordkeeper platforms, implementing distribution strategies to grow DC assets, and coordinating client requests and portfolio reviews.
Must Have
- Develop, forge and maintain successful relationships with key advisor aggregator relationships and recordkeeper platform contacts.
- Proactively implement distribution strategies to grow DC assets under management.
- Field, respond to, and accommodate day-to-day client requests.
- Track activities and maintain contact information in CRM.
- Coordinate and structure portfolio reviews and research presentation meeting materials.
- Bachelor’s degree.
- Series 7 and 63/65 or 66 is required.
- 10+ years of related experience.
- Strong defined contribution plan and market understanding.
- Knowledge of the equity and bond markets as well as asset allocation strategies.
- Exceptional written and verbal communication skills.
- Demonstrated analytical ability, maturity and judgment.
- Thrives in a fast-paced environment with a proactive, “can do” attitude.
- Organized and detail-oriented with strong time management skills.
- Effective team player.
- High level of self-motivation with strong integrity and ethics.
- Motivated by sales and revenue retention.
- Clean U4.
Good to Have
- MBA
- CIMA
- CFP
- CFA
Perks & Benefits
- Strong retirement plan
- Tuition reimbursement
- Comprehensive healthcare
- Support for working parents
- Flexible Time Off (FTO)
Job Description
About this role
We are actively seeking client-facing sales professionals with a proven successful track record of covering enterprise relationships. As the world’s largest asset manager, BlackRock has product and solution offerings for almost any investor’s needs. In this role, you will be directly responsible for representing BlackRock’s retirement business and delivering the full capability of the firm.
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. USWAs mandate is to deliver One BlackRock to retail.
Responsibilities
- Develop, forge and maintain successful relationships with key advisor aggregator relationships and recordkeeper platform contacts.
- Proactively implement distribution strategies to grow DC assets under management, with an emphasis on core active and passive investment options and target date strategies.
- Seek and find opportunities to partner with clients and prospect.
- Work with Senior Business leaders on executing our intermediary retirement national account strategy with focus clients
- Field, respond to, and accommodate day-to-day client requests regarding support, marketing, and distribution strategies, leading to addition and retention of BlackRock DC assets.
- Track activities and maintain contact information in CRM.
- Coordinate and structure portfolio reviews and research presentation meeting materials.
- Expand knowledge about products, and services and sales techniques to provide consistently improved assistance.
- Work on special projects as assigned.
- Liaison internally on detailed client contract work.
- Partner with Market Leaders and sales desk'
- Up to 50% client travel.
Skills and Requirements
- Bachelor’s degree required (MBA, CIMA, CFP, CFA a plus).
- Series 7 and 63/65 or 66 is required.
- 10+ years of related experience.
- Strong defined contribution plan and market understanding.
- Knowledge of the equity and bond markets as well as asset allocation strategies.
- Exceptional written and verbal communication skills.
- Demonstrated analytical ability, maturity and judgment
- Thrives in a fast-paced environment with a proactive, “can do” attitude.
- Organized and detail-oriented with strong time management skills.
- Effective team player; able to work with people of all levels.
- High level of self-motivation with strong integrity and ethics.
- Motivated by sales and revenue retention
- Clean U4
For Chicago, IL Only the salary range for this position is USD$200,000.00 - USD$250,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
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.
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.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
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.
About Us
BlackRock's purpose is to help more and more people experience financial well-being. As a global investment manager and a leading provider of financial technology, our clients—from grandparents, doctors, and teachers to large institutions—turn to us for the solutions they need when planning for their most important goals. People join our firm from around the world to gain real-world experience while making an impact. Discover how you can have a career at BlackRock that's exciting, rewarding and full of possibilities.
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