Account Manager - UK Adviser Sales Business Development (Edinburgh based)

Business unit overview:  

UK Wealth Advisory is a key client business within BlackRock, responsible for the sales and distribution of the breadth and depth of BlackRock’s platform, technology and products. The business is dedicated to selling our active, index, multi-asset and private markets capabilities, alongside activating our market leading portfolio analytics technology, provided by Aladdin Wealth Technology. 

The scaled distribution sales team is responsible for driving commercial impact with financial advisers and wealth managers. The team is responsible for driving commercial impact with independent financial advisers, adopting AI and portfolio analysis tools like Portfolio 360, to deliver high-quality sales engagement. 

Job purpose: 

The role will be critical in shaping and delivering the business’s long term commercial ambition in the region, in an exciting and dynamic part of the Wealth market.  

This individual will activate sales leads in a fast-paced environment with telephone-and-data-based prospecting, client servicing, and driving sales of BlackRock’s products – supported by an innovative technology setup designed to increase call conversion. This role has a rigorous training and development program which focuses on developing tech-enabled sales techniques to drive business, while gaining strong knowledge of BlackRock’s market views, products and technology.  

Key to performing well in this role is to possess a resilient and results-oriented mindset, with the ability to work under pressure and leveraging our industry leading technology. 

Key responsibilities: 

In this role, you will: 

• Carry out telephone-based calls to prospects, confidently opening conversations that generate or activate qualified sales opportunities. 

• Proactively build great relationships with advisors to drive sales in BlackRock products, adoption of Portfolio 360 and activating product and marketing campaigns. 

• Handle inbound calls from advisers and pitch BlackRock solutions to cater to their needs. Follow BlackRock’s tech-enabled engagement model during client calls, and action client requests and follow ups. 

• Maintain and develop knowledge of BlackRock products, market views, marketing sales strategies and Portfolio 360 to support and service advisers. 

• Ensure rigorous record-keeping, pipeline management, and reporting standards. 

Skills & qualifications 

• Relevant track record in telephone-based sales, an equivalent B2B sales role or within business development. Financial industry and asset management knowledge a plus. 

• BA/BSc degree or equivalent experience preferred. IMC qualification preferred, or willingness to obtain within six months. 

• High sales acumen and the desire and ability to generate sales opportunities. Must be confident, persuasive, and credible over the phone. 

• Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships. 

• Tech-fluency and proven integration of CRM technology in sales process, with the ability to learn, adopt, and champion portfolio analytics tools and digital sales processes. 

• Strong verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and develop sales presentations.  

• Able to maintain focus, motivation, and high performance under pressure, adapting quickly to setbacks or changing priorities. 

• Demonstrates being a “Student of the Market” with ability to learn various investment solutions within fixed income, derivatives, alts, equities, etc. 

• Ability to work in team environment while being a driven self-starter