Defined Contribution Associate - Boston

Job Description

About this role

Within the Client Businesses Group at BlackRock, we pride ourselves on building, communicating, and delivering investment solutions for clients worldwide. It’s our mission to lead the way with better retirement outcomes and investment solutions and keep our clients at the center of everything we do – in an ever-changing investment landscape, it’s up to us to provide real solutions to our clients’ problems.

We serve institutional and retail clients, including pension funds, foundations, endowments, official institutions, insurance companies, sub-advisory relationships, high net worth individuals, family offices, and private banks. Further, we work to cultivate relationships with key distributors of our investment products, such as broker-dealers, banks, registered investment advisers, financial planners, insurance companies, and building societies.

BlackRock's U.S. and Canada Defined Contribution Group (USCA DC), is one of BlackRock's most dynamic businesses and has been recognized as a primary engine for future revenue growth. By focusing on sales of BlackRock products through defined contribution plan platforms and as distributed by wirehouses, banks, independent broker dealers, and RIAs, USCA DC has helped solidify BlackRock's position as a top provider of defined contribution plan investment solutions.

Role Description:

As a Defined Contribution Associate, you will partner with external Defined Contribution Consultant(s) to provide BlackRock products and solutions to financial advisors and consultants that focus on defined contribution plans. The Defined Contribution Associate will maintain a high level of client connectivity and represent the most comprehensive investment offering in the industry.

Responsibilities:

• Proactively position and differentiate BlackRock and our investment products against competitor firms and products with financial advisors and recordkeeper partners through a phone-based consultative sales approach
• Build an efficient and thoughtful strategy to improve engagement and influence with financial advisors
• Expand existing client base by uncovering investment needs and presenting solutions
• Identify and pursue new opportunities by client profiling, lead identification, and follow-up activity
• Exhibit high level market knowledge and ability to converse with financial advisors on investment solutions and current economic and market conditions
• Understand dynamics of capital markets, impact to investor portfolios, and objective-based investing
• Be informed and capable of articulating trends and themes in the retirement marketplace
• Exceed client contact expectations and dedication to professional development
• Demonstrate strong understanding of competitive landscape
• Embrace the firm’s dedication to an outstanding client experience

Skills & Qualifications:

• BA/BS degree required, emphasis on Finance, Economics, or Engineering preferred (MBA, CFA, CIMA, CFP a plus)
• 2+ years of experience in mutual fund or brokerage industry preferred
• NASD Series 7 and 66 (or 63 & 65) required
• Previous sales/wholesaling experience preferred
• Strong written and oral communication skills
• Excellent listening and profiling skills
• Knowledge of investment trends, DC marketplace, and advisor best practices
• Proven MS Office skills, including: Word, Excel, and Outlook
• Motivated teammate with strong interpersonal, organizational, time management and problem-solving skills

Who We Are

At BlackRock we are a fiduciary to our clients, which means we look out for their best interests. Our technology and services empower millions of investors to save for retirement, pay for college, buy a home, and improve their financial well-being.

We are passionate about our work. But we’re also passionate about having a life. From financial wellness to personal wellness, we offer a wide variety of strong work/life support for you to achieve the highest quality of life. Some of our favorites include:

Flexible Time Off

Summer Fridays

401k matching

Phenomenal company culture

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 pilot

BlackRock’s current hybrid work pilot is designed to help you experience the best of both worlds: the opportunity to connect with colleagues in person and the flexibility to work remotely, with greater time to focus on what’s important to you. In line with local health guidance and regulations, employees are generally expected to work 3 days in the office and 2 days from home (on average) each week. For some business groups, more time may be required in the office, while greater flexibility may be in place for others. Our “One BlackRock” culture means you’ll be supported to collaborate with your new colleagues while bringing your full self to work – wherever you are.

The health, safety and well-being of our people will always be our top priorities; we will continue to monitor local conditions and health advisories in making decisions about our work environments.

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 children’s 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. It’s why we’re 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 careers.blackrock.com | www.blackrock.com/corporate | Instagram: @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.