Defined Contribution Sales Analyst

Description

About this role

BlackRock's US/Canada Defined Contribution (USCA DC) business delivers the firm's products and solutions to clients with 401k, 403(b) and 457 retirement plans. Clients span from the largest institutional plans to smaller adviser-sold plans. The USCA DC business has experienced strong growth over the last few years and has been identified as a top priority for the firm.

The DC team sits within the Retirement Group (RG) and partners closely with the Institutional Client Business (ICB), BlackRock's largest strategic business channel in terms of assets under management and existing revenue. You will be working within a team environment with multiple sales professionals, as well as product strategists, portfolio managers, and researchers across multiple offices.

This critical member of the DC Sales team will be assisting the Senior Institutional Sales and Account Management staff in driving new business and maintaining existing business in the Institutional channel, through direct relationships with DC plan sponsors, their investment consultants, or both. You will work closely with the broader ICB and Global Consultant Relations (GCR) teams at BlackRock supporting efforts to attract, retain, and grow new and existing institutional DC clients.
Responsibilities:

• Support Senior Institutional Sales and Account Management professionals, Defined Contribution Consultant Relations professionals, and broader US Institutional sales teams on ongoing sales, service, strategy education, and communication with Institutional DC clients, prospects, and their investment consultants.
• Support the Institutional Relationship Managers in building and retaining client and consultant relationships.
• Field, respond to, and accommodate day-to-day requests regarding strategy information, pricing inquiries, and other ad-hoc client requests.
• Assist Account Managers in on-boarding of new accounts and sophisticated implementations in coordination with the DC Product Management team and BlackRock's on-boarding & operational teams.
• Supervise the tracking of business activities and maintain contact information in BlackRock's CRM platform.
• Help develop significant reporting metrics for senior management.
• Contribute to developing business plans for the Institutional DC team, help build Institutional DC client/prospect/consultant data base.
• Coordinate and structure portfolio reviews and prepare presentation meeting materials.
• Build or update briefing memos ahead of client meetings for senior leadership
• In coordination with other BlackRock teams, assist in writing, coordinating, and completing investment management proposals, including formal RFPs, under tight deadlines.
• Learn and excel in using BlackRock's proprietary systems to capture information about products, fund vehicles, client holdings and performance, and other critical information.
• Provide support for DC Institutional Sales, broader team initiatives, and special projects.
• Expand knowledge about products, services and sales techniques.
• Attend with the team some client consultant meetings. Over time may assume some ownership of smaller relationships.

Skills and requirements:

• Bachelor's degree required
• Has, or is willing to acquire, the series 7 and 63 licenses within three (3) months of hire date
• High proficiency in Microsoft Office and an interest in learning new applications
• Outstanding written and verbal communication skills
• Organized and meticulous with strong time leadership skills
• Confirmed analytical ability, maturity, and judgment
• Thrives in a fast-paced environment with a proactive, "can do" attitude
• Motivated by sales and revenue retention
• Effective teammate; able to work with people of all levels and coordinate with internal teams
• Has a high level of self-motivation and personal accountability, with strong integrity & ethic

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.

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.