Model Portfolio Sales Lead — US Wealth Advisory

BlackRock, Inc.; Princeton (NJ); Hybrid; USD 100,000 - 110,000; Full time

Job summary

BlackRock seeks a Model Specialist in US Wealth Advisory to accelerate growth of Model Portfolios across a defined territory, including Princeton, SF, and Atlanta. You will lead portfolio construction discussions and deliver insights to financial advisors.

The role requires 3+ years in model/ETF or mutual fund wholesaling, a bachelor’s degree, FINRA licenses (Series 7 and 66), strong communication, and the ability to travel within the territory. Hybrid work model with in-office collaboration.

Qualifications

• Bachelor’s degree required
• Minimum 3 years as an experienced Model, ETF, or mutual fund wholesaler (external)
• Strong financial services background with knowledge of investment trends and advisor practices
• Exceptional verbal and written communication skills
• Strong territory management and sales skills, including profiling and resource deployment
• NASD Series 7 and 66 (or 63 & 65) required
• Clean U-4
• Part-time travel is required within the territory

Responsibilities

• Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape
• Deliver fiduciary and investment insights through portfolio construction conversations
• Accelerate the growth of Model Portfolios within a given geography
• Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors
• Profile to learn more about our clients and deploy the appropriate resources
• Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm
• Embrace technology to deliver an exceptional client experience

Skills

Relationship building

Territory management

Sales leadership

Verbal & written communication

Education

Bachelor’s degree

CIMA or CFA preferred

Tools

NASD Series 7 & 66

Job description

BlackRock seeks a Model Specialist in US Wealth Advisory to accelerate growth of Model Portfolios across a defined territory, including Princeton, SF, and Atlanta. You will lead portfolio construction discussions and deliver insights to financial advisors.

The role requires 3+ years in model/ETF or mutual fund wholesaling, a bachelor’s degree, FINRA licenses (Series 7 and 66), strong communication, and the ability to travel within the territory. Hybrid work model with in-office collaboration.