Associate/Vice President - Retirement Sales Specialist jobs in United States
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BlackRock · 1 day ago

Associate/Vice President - Retirement Sales Specialist

BlackRock is the world’s largest asset manager, seeking client-facing sales professionals to manage client relationships in their retirement business. The role involves driving sales growth, cultivating new relationships with financial advisors, and leveraging technology to enhance client engagement.

Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment

Responsibilities

Embrace technology, data-driven targeted sales leads and the BlackRock selling system to execute virtual client engagements
Uncover client needs and deploy the appropriate products, solutions or resources
Demonstrate mastery of BlackRock’s products, solutions, thought leadership and digital platform
Identify and develop relationships with the current and next generation of largest and fastest growing retirement financial advisors
Build an efficient and thoughtful strategy to maximize engagement and influence
Embrace the firm’s commitment to the client experience and exceed client contact expectations

Qualification

Asset management salesFinancial services knowledgeVirtual engagement technologyCFP certificationCIMA certificationCAIA certificationCFA certificationSales skillsAnalytical abilitiesPartnership skillsResource deploymentData analyticsCommunication skillsOrganizational skillsAttention to detailRelationship building

Required

Bachelor's degree required
Minimum 3+ years in asset management sales
Strong financial services background with knowledge of investment trends and advisor practices
Exceptional verbal and written communication skills
Strong sales, partnership, and organizational skills, including profiling and resource deployment
Mastery of virtual engagement technology including Webex and Zoom
NASD Series 7 and 66 (or 63 & 65) required, willingness to obtain within first few months of employment if candidate does not hold both
Clean U-4

Preferred

CFP, CIMA, CAIA or CFA preferred

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

BlackRock

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BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.

Funding

Current Stage
Public Company
Total Funding
$6.59B
Key Investors
Ariel Yehezkel
2025-06-20Post Ipo Equity· $0.02M
2025-03-27Post Ipo Debt· $1.08B
2024-07-17Post Ipo Debt· $2.5B

Leadership Team

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Andrew Leba
Vice President & Legal Counsel
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Mike Strug
Vice President
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Company data provided by crunchbase