Associate, Sales Service Partner

About this role

Seeking a talented Sales Associate who will play a critical role in driving the growth of SpiderRock Advisors (SRA) by managing the internal sales process for new and existing clients utilizing our suite of investment overlay strategies. This individual will collaborate closely with External Sales, Portfolio Management, Operations, Compliance teams, and partner custodians to ensure transparency and minimize time to market, while also engaging advisors to promote and support the adoption of SRA’s option overlay solutions across wealth management channels. Combining consultative sales, relationship management, and technical fluency in options strategies, the candidate will deliver best-in-class risk management solutions for advisors and their clients.

Key Responsibilities:

• Serve as a subject matter expert on SRA’s option overlay strategies, risk management, and portfolio enhancement techniques.
• Drive adoption of SpiderRock’s option overlay strategies amongst financial advisors and their end clients.
• Create proposals to present potential SRA solutions to both existing and prospective clients
• Provide ongoing support to advisors, addressing technical questions and facilitating portfolio reviews.
• Partner with BlackRock US Wealth Advisory teams to align sales efforts with broader strategic objectives.
• Deliver presentations, webinars, and training sessions to educate advisors on SpiderRock’s solutions and value proposition.
• Develop and execute engagement campaigns, lead generation initiatives, and pipeline management to meet revenue targets.
• Collaborate with SpiderRock service, onboarding, and implementation (SOI) teams to ensure seamless onboarding and account setup.
• Provide feedback from the sales field to inform product development and communication strategies.
• Work closely with marketing, compliance, and investment teams to ensure consistency and accuracy of sales materials.
• Exhibit ownership, assessment, escalation, and process resolution of risk issues in a timely manner

Key Qualifications:

• 3+ years of experience
• BA/BS Degree required
• SIE, Series 7 and 66, or 63/65 licenses or the ability to obtain within the first 3-6 months of employment required
• Knowledge of financial services and/or industry experience in Wealth/Asset Management
• Proven track record of consultative sales and relationship management
• Strong client focus and ability to partner with various internal groups and client coverage
• Ability to manage multiple priorities in a fast-paced environment
• Excellent communication and presentation skills
• Demonstrate creative problem solving and solid judgment/decision-making
• Excellent attention to detail with strong time management and organizational skill
• Proficiency in CRM systems, Microsoft Office Suite, and Adobe Cloud Studio desired
• Experience with Structured Products, Structured Notes, or other OTC Derivatives is a plus

For Chicago, IL Only the salary range for this position is USD$90,000.00 - USD$127,500.00 . 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 philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.  Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.