Associate, Sales Service Partner

Chicago, IL - USA

Monthly Salary: $ 90000 - 127500

Posted on: 19 hours ago

Vacancies: 1 Vacancy

Job Summary

About this role

Seeking a talented Sales Associate who will play a critical role in driving the growth of SpiderRock Advisors (SRA) by managing the internal sales process for new and existing clients utilizing our suite of investment overlay strategies. This individual will collaborate closely with External Sales Portfolio Management Operations Compliance teams and partner custodians to ensure transparency and minimize time to market while also engaging advisors to promote and support the adoption of SRAs option overlay solutions across wealth management channels. Combining consultative sales relationship management and technical fluency in options strategies the candidate will deliver best-in-class risk management solutions for advisors and their clients.

Key Responsibilities:

Serve as a subject matter expert on SRAs option overlay strategies risk management and portfolio enhancement techniques.
Drive adoption of SpiderRocks option overlay strategies amongst financial advisors and their end clients.
Create proposals to present potential SRA solutions to both existing and prospective clients
Provide ongoing support to advisors addressing technical questions and facilitating portfolio reviews.
Partner with BlackRock US Wealth Advisory teams to align sales efforts with broader strategic objectives.
Deliver presentations webinars and training sessions to educate advisors on SpiderRocks solutions and value proposition.
Develop and execute engagement campaigns lead generation initiatives and pipeline management to meet revenue targets.
Collaborate with SpiderRock service onboarding and implementation (SOI) teams to ensure seamless onboarding and account setup.
Provide feedback from the sales field to inform product development and communication strategies.
Work closely with marketing compliance and investment teams to ensure consistency and accuracy of sales materials.
Exhibit ownership assessment escalation and process resolution of risk issues in a timely manner

Key Qualifications:

3 years of experience
BA/BS Degree required
SIE Series 7 and 66 or 63/65 licenses or the ability to obtain within the first 3-6 months of employment required
Knowledge of financial services and/or industry experience in Wealth/Asset Management
Proven track record of consultative sales and relationship management
Strong client focus and ability to partner with various internal groups and client coverage
Ability to manage multiple priorities in a fast-paced environment
Excellent communication and presentation skills
Demonstrate creative problem solving and solid judgment/decision-making
Excellent attention to detail with strong time management and organizational skill
Proficiency in CRM systems Microsoft Office Suite and Adobe Cloud Studio desired
Experience with Structured Products Structured Notes or other OTC Derivatives is a plus

For Chicago IL Only the salary range for this position is USD$90000.00 - USD$127500.00 . 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

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:

About this roleSeeking a talented Sales Associate who will play a critical role in driving the growth of SpiderRock Advisors (SRA) by managing the internal sales process for new and existing clients utilizing our suite of investment overlay strategies. This individual will collaborate closely with E...