Associate/Vice President, Wealth Advisory Model Portfolio Sales

BlackRock

Model Specialist in US Wealth Advisory managing sales of BlackRock Model Portfolios. Delivering investment insights and accelerating growth within territory for financial advisors.

Posted 6/5/2026full-timePrinceton • California, Illinois, Massachusetts, New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $100,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor’s degree required
CIMA or CFA preferred
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

Benefits

Comp & perks

Employees are eligible for an annual discretionary bonus
Benefits including healthcare, leave benefits, and retirement benefits
Strong retirement plan
Tuition reimbursement
Support for working parents
Flexible Time Off (FTO)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Model Portfoliosportfolio constructioninvestment insightsdata-driven segmentationterritory managementsales skillsprofilingresource deploymentfinancial services knowledgeinvestment trends

Soft Skills

communication skillsrelationship building

Certifications

Bachelor's degreeCIMACFANASD Series 7NASD Series 66NASD Series 63NASD Series 65