US Wealth Advisory SMA Specialist, Associate/VP
BlackRock(1 month ago)
About this role
A BlackRock SMA Specialist in US Wealth Advisory accelerates growth of Separately Managed Accounts by partnering with relationship managers across wirehouses, independents, and RIAs. The role acts as a subject matter expert on BlackRock’s SMA offerings (including active FI/equity SMAs, Aperio direct indexing, and SpiderRock option overlay) and focuses on developing advisor relationships, educating financial professionals, and delivering a white-glove client experience.
Required Skills
- SMA Knowledge
- Direct Indexing
- Option Overlay
- Fixed Income
- Equity Markets
- Client Education
- Sales
- Relationship Management
- Proposal Development
- Reporting
+2 more
Qualifications
- Bachelor's Degree
- CFP
- CIMA
- CFA
- Clean U-4
About BlackRock
blackrock.comBlackRock is one of the world’s preeminent asset management firms and a premier provider of investment management. Find out more information here.
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