US Wealth Advisory iShares Leader, National Wealth Management – Nashville
BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As of December 31, 2017, the firm managed approximately $6.288 trillion in assets on behalf of
BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As of December 31, 2017, the firm managed approximately $6.288 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit www.blackrock.com | Twitter: @blackrock | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock.
iShares Leaders in US Wealth Advisory are responsible for accelerating the growth of iShares. The scope of their role will include 3 core elements: (1) Be the authority on iShares to sell Factors, Bond ETFs and Models to advisors. (2) Partner with their Divisionals and Market Teams to identify and drive iShares sales opportunities. (3) Deliver deep ETF expertise to advisors and market Centers of Influence (COIs) through the presentation of iShares content at scaled in-person and digital events. In addition to the core responsibilities, iShares Leaders will empower their Market Team’s knowledge of the iShares franchise and ETF trends. iShares Leaders will report into iShares Divisional Directors, and the USWA iShares organization, with a dotted line to the Channel Divisional Directors.
Deliver fiduciary and investment insights through portfolio construction conversations Demonstrate mastery of BlackRock iShares products with specialized focus on Smart Beta and Bonds ETFs Partner with Market Teams to optimally cover and accelerate the growth of iShares in the wirehouse and independent channels within a given geography. Embrace data-driven segmentation and sales processes as territory management tools Identify the appropriate distribution levers to service and cultivate the best opportunities Responsible for driving overall iShares results in geography (net flows, market share), leveraging teamed resources and technology Commercialize new or focus ETF franchises
Skills and Qualifications:
Bachelor’s degree required CIMA or CFA preferred Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) Strong financial services background with knowledge of investment trends and advisor practices (fixed income or factor/quantitative investing knowledge a plus) Exceptional verbal and written communication skills Strong territory management skills, including profiling and resource deployment NASD Series 7 and 66 (or 63 & 65) required Clean U-4 Full-time travel is required Position based in Nashville, TN
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