Director, Alternative Investments External Wholesaler/Market Leader - San Francisco

About this role

BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources and strategies within BlackRock and is tasked with identifying and creating solutions for clients using BlackRock’s broad expertise across investment capabilities. BlackRock’s objective is no less than to be the world’s preeminent provider of Alternative investment solutions within the wealth segment.

The individual will be responsible for working with generalist relationship managers to deliver Alternatives education to financial advisors and introducing our Alternatives platform and investment solutions. The individual will be responsible for supporting the broader Alternatives sales and engagement strategy within U.S. Wealth Advisory, maintaining key client and prospect relationships to grow our business and assets under management.

Role and Responsibilities

• Execute the alternative sales campaign strategy. Serve as central point of contact and key representative from distribution to senior stakeholders and portfolio managers in Alternatives. 

• Build robust and lasting sales dialogues with Alternatives Power Users at third party intermediaries, bringing a deep subject matter expertise of BlackRock’s investment platform to the sales process, and being accountable for significant asset growth.

• Manage centers of influence client relationships at a senior level within the market to elevate BlackRock’s overall local relationship. 

• Work with distribution partners in various client segments within US Wealth Advisory to drive new business opportunities.

• Actively supporting the existing relationship managers’ sales efforts with clients and prospects as an alternative’s expert.

• Clearly and concisely articulate multiple product characteristics and BlackRock Alternatives Platform narrative to sophisticated financial advisors. 

• Initiate education and sales activity with financial advisors not currently engaged in discussions with BlackRock.

Experience, Skill, & Qualities

• Proven sales background – track record of building strong financial advisor relationships and being viewed as a “trusted advisor”.

• Ability to drive results in an autonomous working environment and in close collaboration with colleagues within and across business units.

• Capacity to move effectively and efficiently between engaging with financial advisors, relationship managers and product specialists to provide value added perspective and deliverables.

• Strong communication skills – ability to clearly and concisely articulate product and platform characteristics to sophisticated investors both in written work and presentations to large and small audiences.

• Passion for the financial markets and alternatives asset class.

• Ability to lead by example – high ethical standards and strong work ethic.

• Minimum 7-10 years’ experience, 5+ years’ experience wholesaling preferred.

Education and Credentials

• Series 7 and 66 required. Graduate degree or CFA, CAIA Preferred

For San Francisco, CA Only the salary range for this position is USD$150,000.00 - USD$150,000.00 . 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 [email protected]. All requests are treated in line with our privacy policy.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.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.