Director, National Accounts - Retirement Group

New York, USA
Jan 07, 2022
Feb 06, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

About this role

In the Retirement Group (RG), we're on the frontlines of America's retirement crisis, leveraging our unique capabilities to make it easier for people to save through their employers' workplace savings plan.

We're a tight-knit group of about 100 BlackRock-ers who believe that everyone should be able to retire with dignity. Here's what makes us tick:
  • We put our clients first : RG brings together the Defined Contribution (DC) and Retirement Insurance (RI) businesses, overseeing more than $1T in AUM. Serving 65K+ DC plans, including over 50% of the Fortune 100, we ultimately reach more than 35M participants across the U.S. and Canada.
  • We set big, audacious goals : As the industry's #1 DCIO provider and the inventor of the target date fund, we lead the industry - and we're constantly raising the bar to drive better outcomes for our clients and pave the way for the next generation of retirement solutions.
  • We run after problems : We're tackling the industry's toughest challenges by building innovative, research-supported solutions that combine investments with technology to get people to and through retirement.
  • We get stuff done : We partner across the firm and the broader retirement ecosystem to deliver simple, convenient, cost-efficient solutions, and we publicly advocate for policies that make it easier for more people to save for both the near- and long-term.
  • We're career builders : Alongside our business objectives, we are deeply committed to developing our talent and actively maintain and engage our RG Talent Committee, RG People & Culture Committee and Women in RG. Together, these groups shape our team culture - with an emphasis on inclusion and diversity.

  • Develop, forge and maintain successful relationships with key recordkeeper and broker dealer platform contacts
  • Actively implement distribution strategies to grow DC assets under management, with an emphasis on core active and passive investment options and target date strategies
  • Seek and find opportunities to partner with clients and prospect
  • Work with Senior Business leaders on executing our retail national account strategy with focus clients and support in focused areas
  • Field, respond to, and accommodate day-to-day client requests regarding support, marketing, and distribution strategies, leading to addition and retention of BlackRock DC assets
  • Track activities and maintain contact information in CRM
  • Coordinate and structure portfolio reviews and research presentation meeting material
  • Expand knowledge about products, and services and sales techniques to provide consistently improved assistance
  • Work on special projects as assigned
  • Liaison internally on detailed client contract work
  • Support the DC Retail Team's distribution efforts
  • Up to 50% client travel

Skills and Requirements
  • Bachelor's degree required (MBA, CIMA, CFP, CFA a plus)
  • Series 7 and 63/65 or 66 is required
  • 10+ years of related experience
  • Strong defined contribution plan and market understanding
  • Knowledge of the equity and bond markets as well as asset allocation strategies
  • Outstanding written and verbal communication skills
  • Demonstrated analytical ability, maturity and judgment
  • Thrives in a fast-paced environment with a proactive, "can do" attitude
  • Organized with strong attention to detail and time management skills
  • Effective team player; able to work with people of all levels
  • High level of self-motivation with strong integrity and ethics
  • Motivated by sales and revenue retention

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.

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 | | Instagram: @blackrock | Twitter: @blackrock | LinkedIn:

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.

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.

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