Family Office – Senior Relationship Manager

Role And Responsibilities

• Refine and execute strategies to market BlackRock’s broad capabilities to this distinct Family Office sector in the Western US.
• Particularly focus on scaled outreach of single strategy solutions and targeted OCIO outreach and execution.
• Lead a team of sales professionals on the West Coast who initiate and build new client relationships for large-scale solutions, and who embed BlackRock into client activities for single sales.
• Work with Client Portfolio Solutions (OCIO team) and single strategy portfolio managers to deliver BlackRock capabilities to FO clients.

Experience, Skills, And Personal Qualities

• Substantial experience in institutional fundraising, with deep relationships across a range of family office clients in the West and strong understanding of the asset management sales process as it relates to institutional investors.
• Proven sales background with a history of building strong client relationships.
• Track record of successful selling to single and multi-family offices.
• Experience successfully leading a sales team; must have a collaborative and cooperative approach to a team-based sales model.
• Ability to drive results in close collaboration with colleagues within and across business units.
• Capacity to move effectively and efficiently between engaging with investors, relationship managers and product managers to provide value added perspective and deliverables.
• Fluency in discussion of UHNW related issues, including tax efficiency, trust structures, etc.
• Strong communication skills; must exhibit the ability to clearly and concisely articulate product and platform characteristics to sophisticated investors, both in written work and presentations to large and small audiences.
• Strong leadership qualities, intellectual ability, and interpersonal skills to establish credibility with the senior leaders throughout the organization as well as the targeted investor community.
• Ability to lead by example, by upholding high ethical standards and a strong work ethic.
• Passion for the financial markets.
• Minimum 15 years’ experience, 20+ years’ experience preferred.
• Significant travel expected.
• Series 7, 63, and 24 required.
• Graduate degree or CFA preferred.