Associate/Vice President - Retirement Sales Specialist
BlackRock4 LocationsPosted 3 April 2026
Tech Stack
Job Description
About this role
About this role:
We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. As the world’s largest asset manager, BlackRock has product and solution offerings for almost any investor’s needs. In this role, you will be directly responsible for representing BlackRock’s retirement business and delivering the full capability of the firm to retail Wirehouse, RIA and Independent advisors along with key record keeper partners.
This role can be based in Boston, Princeton or Chicago – with occasional territory travel.
Business Description:
BlackRock’s US Wealth Advisory (“USWA”) business manages the firm’s relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate is to deliver One BlackRock to retail.
Role Description:
BlackRock Retirement Specialists in US Wealth Advisory are responsible for accelerating the growth of BlackRock retirement product solutions spanning LifePath, Collective Investment Trusts, Co-Manufactured Products and MF solutions. The scope of their role includes three core elements:
1.
In partnership with a Defined Contribution Consultant (External Wholesaler) drive deeper commercial results and expand relationships with the largest fastest growing retirement financial advisors.
2.
Each Retirement Specialist is focused on cultivating new relationships across their discrete client focus list to deliver new client relationships with the next generation of the largest and fastest growing retirement financial advisors.
3.
Partner closely with key COIs across our record keeper partners to create leverage and uncover new commercial opportunities.
Who Typically Applies for this Job?
Experienced Sales Professionals who have a track record of client engagement, relationship building and business development
Goal-oriented and commercially driven candidates focused on reaching and exceeding sales goals
Candidates who have excellent interpersonal skills, a high degree of attention to detail, strong analytical abilities and appreciate data analytics to facilitate sales
Individuals with a strong passion for the asset management industry and capital markets
Primary Responsibilities:
Embrace technology, data-driven targeted sales leads and the BlackRock selling system to execute virtual client engagements
Uncover client needs and deploy the appropriate products, solutions or resources
Demonstrate mastery of BlackRock’s products, solutions, thought leadership and digital platform
Identify and develop relationships with the current and next generation of largest and fastest growing retirement financial advisors
Build an efficient and thoughtful strategy to maximize engagement and influence
Embrace the firm’s commitment to the client experience and exceed client contact expectations
Skills and Qualifications:
Bachelor’s degree required
CFP, CIMA, CAIA or CFA preferred
Minimum 3 years in asset management sales
Strong financial services background with knowledge of investment trends and advisor practices
Exceptional verbal and written communication skills
Strong sales, partnership, and organizational skills, including profiling and resource deployment
Mastery of virtual engagement technology including Webex and Zoom
NASD Series 7 and 66 (or 63 & 65) required, willingness to obtain within first few months of employment if candidate does not hold both
Clean U-4

For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation p ... (truncated, view full listing at source)
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