About this role
Team Overview
BlackRock SMA Solutions helps clients customize portfolios for unique tax values-alignment or investment exposures across direct indexing fixed income active equity and multi-asset. We deliver world-class service to all of our clients from wealth advisors to family offices to endowments and foundations.
About this role
We are looking for a Business Development Associate who will primarily support our team in the Central Region. This is a great opportunity to work for a growing investment management firm. The primary responsibility of the Business Development Associate is to serve as a day-to-day liaison internally with our Central Region business development team and externally with our clients. Accordingly the ideal candidate will have excellent problem-solving skills a high degree of attention to detail and strong organizational and analytical abilities. They will also be highly proficient in Microsoft Office applications (particularly Excel and PowerPoint) be familiar with Salesforce (or other customer relationship management CRM software) and be able to manage and prioritize multiple tasks with clients and colleagues.
We work hard and move quickly as a well-coordinated collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun industry-disruptive fast-paced environment SMA Solutions is the place for you.
Key Responsibilities
Support internal and external sales initiatives for the business development team including:
Providing sales and support for our clients and prospects in the Central part of the United States
Scheduling and managing client calls and meetings (trip planning handling client-/prospect-facing logistics such as confirming calendaring and prepping materials and background)
Administering and organizing client/prospect road shows
Responding to telephone and email inquiries and effectively discussing Aperios product offerings
Distributing marketing and research materials as appropriate to clients and prospects
Liaising with our portfolio management operations and process engineering teams to drive responsive and high-touch client and prospect service to help us broaden and deepen our relationships
Collaborating on projects with the other Business Development Associates from all regions
Manage Salesforce tasks including
Servicing and cultivating client relationships such as scheduling and documenting client reviews
Creating detailed documentation of all calls meetings and emails from the team and coordinating appropriate follow-up
Keeping all client-level information current and relevant
Tracking progress and status of all new business opportunities (opportunity management)
Creating and maintaining prospecting campaign lists
Managing and maintaining a thorough and detailed database to ensure the most efficient use of information
Segmenting contacts to allow for more targeted outreach
Effectively identifying firms and key contacts (prospects/influencers)reactively and proactively
Producing ongoing sales reporting metrics for analytics and forecasting
Developing an extensive knowledge of the firms offerings and client base
Representing the company in a professional positive manner and consistently maintaining an appropriate level of confidentiality
Undertaking other duties as assigned
Qualifications
Bachelors degree in Finance preferred
Five-plus years of work experience with minimum of two years of industry experience preferred
Excellent people skills including the ability to both ask relevant questions and exhibit effective listening
Professional demeanor with a positive attitude
Self-motivation and the ability to work both independently and in a collaborative manner
Excellent verbal and written communication skills
Strong organizational and time-management aptitude including experience managing projects and processes
Acute attention to detail; strong proofing skills for text data and graphics
Efficiency and process orientation
Experience utilizing Salesforce or other CRM software
Highly proficient in the use of Microsoft Word Excel PowerPoint Outlook and Adobe Acrobat
For San Francisco CA and Sausalito CA Only the salary range for this position is USD$110000.00 - USD$150000.00 . 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. For Princeton NJ Philadelphia PA Chicago IL and Boston MA Only the salary range for this position is USD$100000.00 - USD$135000.00 . 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. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.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
BlackRocks 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 childrens 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. Its why were 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: 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 theEEOCs Know Your Rights poster and its supplementand thepay 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 . All requests are treated in line with our.
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.Required Experience:
IC
BlackRock is one of the world’s preeminent asset management firms and a premier provider of investment management. Find out more information here.