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BlackRock Associate, Advisor Engagement Manager (San Francisco) | BlackRock in San Francisco, California

Associate, Advisor Engagement Manager (San Francisco) | BlackRock

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Associate, Advisor Engagement Manager (San Francisco)

San Francisco, US

Investment Professionals – Investments

About BlackRock

BlackRock’s business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clients—period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future.

That’s why investors of all kinds have made us the world’s largest asset manager, entrusting us with trillions of dollars, and it’s why companies, institutions and global governments come to us for help meeting their biggest financial challenges.

Job description


About this role

You can work with us at one of the world’s top FinTech companies. We sell our BlackRock and Aladdin Wealth Technologies to some of the top domestic and global investment and financial firms. The US Advisor Engagement Team is passionate about engaging with and supporting our customers and the financial advisors of our partners. We want to help our partner’s financial advisors be successful and help our internal and external sales groups bring BlackRock digital technologies and investment services to Financial Advisors across the country.

As an Advisor Engagement Manager (AEM) , your role will focus in a few exciting areas. Firstly, as a Financial Advisor, and as part of a team, you will be a client relationship manager and provide financial advice to over four thousand clients who represent nearly one billion dollars in retail client AUM. As a primary focus, you will be responsible for helping manage our digital advice business. Your second focus will be to provide content strategy and support in our engagement efforts with the home offices, centers of influence, and the Financial Advisors of BlackRock’s Partners to champion our Digital Technology Platforms.

We work with internal and external teams to collaborate on our platforms, product enhancements and priorities, the overall go-to-market and in-market technology efforts, advisor engagement, and adoption strategies for our partners. This will include an emphasis on creating thoughtful training plans, training materials, videos, sales support resources, pitch decks, and other partner activation and engagement planning that will support our partners and their advisors.

We are looking for people who want to join a start-up-like team within the greater BlackRock business, who can focus on several projects at once, who can wear several hats, learn many technologies quickly, and who is excited by new and different work each day.

If any of this excites you, we want to talk to you.


  • Minimum bachelor’s degree and 2+ years job-related experience providing investment advice and/or managing client relationships

  • Must have Series 65 or equivalent; CFP a plus

  • Finance and Analytics focuses with strong Microsoft Suite skills

  • Strong work ethic and attention to detail


  • One plus years’ experience developing and delivering SAAS sales/training

  • Any operations experience at an RIA

  • Any experience designing training and sales materials

  • Proficiency in design or light data analytics

About BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of September 30, 2019, the firm managed approximately $6.96 trillion in assets on behalf of investors worldwide.

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BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.

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.

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Team background

BlackRock is proud to be an Equal Opportunity/Affirmative Action Employer. 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 EEO is the Law poster here at and its supplement here at . The pay transparency policy is available here at .

BlackRock is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.