
Website Blackrock
Job Description:
In the Retirement Group (RG), we’re on the frontlines of America’s retirement crisis, leveraging our unique capabilities to make it easier for people to save through their employers’ workplace savings plan.
Job Responsibilities:
- Support the DC Retail Team’s distribution efforts
- Work on special projects as assigned
- Expand knowledge about products, and services and sales techniques to provide consistently improved assistance
- 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
- Seek and find opportunities to partner with clients and prospect
- Coordinate and structure portfolio reviews and research presentation meeting material
- Actively implement distribution strategies to grow DC assets under management, with an emphasis on core active and passive investment options and target date strategies
- Liaison internally on detailed client contract work
- Work with Senior Business leaders on executing our retail national account strategy with focus clients and support in focused areas
- Track activities and maintain contact information in CRM
- Develop, forge and maintain successful relationships with key recordkeeper and broker dealer platform contacts
Job Requirements:
- High level of self-motivation with strong integrity and ethics
- Series 7 and 63/65 or 66 is required
- Effective team player; able to work with people of all levels
- Motivated by sales and revenue retention
- Outstanding written and verbal communication skills
- Knowledge of the equity and bond markets as well as asset allocation strategies
- Demonstrated analytical ability, maturity and judgment
- Organized with strong attention to detail and time management skills
- Strong defined contribution plan and market understanding
- Thrives in a fast-paced environment with a proactive, “can do” attitude
- 10+ years of related experience
- Bachelor’s degree required (MBA, CIMA, CFP, CFA a plus)
Job Details:
Company: Blackrock
Vacancy Type: Full Time
Job Location: Boston, MA, US
Application Deadline: N/A
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