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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in growing and retaining defined contribution assets through strategic partnerships and market knowledge, with a strong focus on client relationship management and sales performance.
Highest-signal resume keywords
Bachelor's DegreeSeries 7 CertificationSeries 63/65 or 66 Certification5+ Years in Sales or Relationship ManagementUnderstanding of Defined Contribution Trends
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue GrowthMarket Strategy ImplementationCapital Markets KnowledgeEquity Portfolio ManagementFixed Income Portfolio ManagementMulti-Asset Portfolio ManagementAnalytical AbilityAttention to DetailTime Management
Soft Skills
Outstanding Communication SkillsProactive AttitudeEffective Team PlayerHigh Self-MotivationStrong Integrity and Ethics
Tools & Technologies
CRM Software
Certifications & Qualifications
Series 7Series 63Series 65Series 66
Industry Keywords
Defined ContributionClient EngagementStrategic PartnershipsRegulatory ChangesMarket Trends
About the role
Key responsibilities & impact- Grow and retain defined contribution assets under management in the Pacific Northwest Region of the U.S.
- Market through advisors, consultants, recordkeepers, and other strategic partners
- Maintain established relationships and develop new prospects
- Market multi-asset, equity, fixed income, target date, and index funds
- Develop, forge, and maintain relationships with advisors, consultants, and strategic partners
- Implement distribution strategies to grow DC assets under management, emphasizing core active and target date strategies
- Demonstrate mastery of BlackRock products and resources
- Partner consultatively with advisor and consultant practices on markets, DC trends, and regulatory changes
- Collaborate with internal colleagues to deliver BlackRock resources and solutions
- Respond to day-to-day client requests regarding support, marketing, and distribution strategies
- Track activities and maintain contact information in CRM
- Travel substantially for client engagements as needed
Requirements
What you’ll need- Bachelor’s degree required
- Series 7 and 63/65 or 66 required
- Minimum 5+ years in a relevant industry sales or relationship management role
- Consistent track record of growing revenue
- Strong understanding of defined contribution trends, regulation, and ecosystem
- Knowledge of capital markets and equity, fixed income, and multi-asset portfolios
- Outstanding written and verbal communication skills
- Demonstrated analytical ability, maturity, and judgment
- Proactive attitude in a fast-paced environment
- Strong organization, attention to detail, and time management skills
- Effective team player able to work with people of all levels
- High self-motivation with strong integrity and ethics
- Motivation by sales and revenue retention
Benefits
Comp & perks- Annual discretionary bonus
- Healthcare benefits
- Leave benefits
- Retirement benefits
- Strong retirement plan
- Tuition reimbursement
- Comprehensive healthcare
- Support for working parents
- Flexible Time Off (FTO)
- Hybrid work model with flexibility to work from home 1 day a week