Our Culture

• Degree(s):BBA in Finance
• Location:Princeton
• Job title:Analyst - Global Wealth Management Sales
• Group:Global Client Group

I work in the Global Wealth Management Sales Group, where I service a vast array of inquiries from financial advisors who have client assets invested in BlackRock retail products. The questions are varied and can range from inquiries about fund performance, to questions about portfolio managers/analysts, to how current economic conditions impact a fund’s outlook. We also help advisors with marketing material and fund literature so that they can retain current business and seek new assets.

Learning New Skills

In addition to the global training all new analysts at the firm receive, the sales desk has a very comprehensive training program which prepares newcomers for their new roles. This is a combination of product training and other soft skills.  In addition, the sales desk helps to prepare individuals for their Series 66 and Series 7 certifications.

Capitalizing on New Opportunities

I am continually provided with new opportunities as well as instruction on how to capitalize on them. There are opportunities to witness first hand how technology and risk management separates BlackRock as a money manager from the rest. I have opportunities to travel and I get to interact with several other departments within the firm as well as senior management on a regular basis. I like the reputation that BlackRock has established as a premier money manager that truly understands risk. The BlackRock name carries a lot of prestige on Wall Street.

8:05 a.m. – Arrival. Get caught up on emails that came in overnight and begin to read up on the markets.

9:15 a.m.– Go "ready." This means I am now in queue to receive incoming calls. I will stay ready all day unless I am in a meeting or leaving for lunch. For example, I may speak with a financial advisor who is looking for the yield paid out on a fixed income fund. Advisors frequently call looking to be updated on liquidity requests or looking for details about how certain market movements may impact a particular fund.

10:30 a.m. – Work with retirement specialist. The retirement specialists in the field are responsible for working with financial advisors on issues related to the retirement marketplace such as decumulation strategies, Social Security Benefits, income protection, trusts, wealth transfer, estate planning, etc... I will help the specialists with specific product or marketing information. I may also be asked to follow-up with an advisor about a retirement plan opportunity.

11:00 a.m. – Contact my Florida territory. In addition to the incoming calls I help to field, I am also responsible for outbound calls to the Florida territory. I will reach out to financial advisors in the territory to talk about different retirement issues. Here I’m trying to understand how these advisors setup their retirement business. I help them understand where a 529k plan may be under-funded or which 401k plans have under-performing funds. I can then recommend BlackRock funds to replace those underperforming funds.

2:30 p.m.– Catch up. Read up on product operational issues or selling features.

4:00 p.m.– Check markets. Review how the markets performed for the day.

6:00 p.m. – Finish what I’m working on and head home.