Team Leader and Account Manager – UK Adviser Sales Business Development (Edinburgh based) Full Time

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 by delivering scalable, high-quality engagement. 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

This senior role is critical to delivering the business’s long-term commercial ambitions in the UK Wealth Advisory market. Operating in a dynamic, high-growth part of the business, the VP will lead and elevate the effectiveness of the tele-sales function while maintaining an active sales remit. In particular, the VP will promote the use of AI powered leads, our CRM technology and Portfolio 360 in day-to-day sales team activities.

The individual will be responsible for generating and activating sales opportunities through telephone-based prospecting, deepening adviser relationships, and driving adoption of BlackRock’s product and technology capabilities. In addition, the VP will coach, mentor and develop a team of sales professionals, shaping the team’s performance culture and capability.

Success in this role requires strong commercial acumen, leadership maturity, and the ability to thrive in a fast-paced environment with a proven ability to integrate technology in the daily sales routine. As part of the onboarding process rigorous training will be provided to deepen tech-enabled sales techniques and portfolio analysis tools.

Key Responsibilities

In this role, you will:

• Coach, develop and lead a team of tele-sales professionals, providing ongoing skills development, training, and performance feedback.
• Set clear activity expectations, monitor performance against KPIs, and drive continual improvement in both sales impact and quality of client engagement.
• 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 technology tools and activating product and marketing campaigns.
• Promote best practice and strong adoption and use of portfolio analytics tools e.g. Portfolio 360 and analytics, CRM, and digital platforms, raising overall tech-fluency within the team.
• Maintain deep knowledge of BlackRock’s products, market views, and sales strategies, and ensure the team continuously develops this knowledge base.
• Ensure rigorous record-keeping, pipeline management, and reporting standards.

Skills & Qualifications

• 4+ years of relevant experience in telephone-based sales, business development, or adviser-facing roles; financial services or asset management experience a plus.
• Proven track record of exceeding sales KPIs and driving commercial outcomes in a high-velocity environment.
• BA/BSc degree or equivalent experience preferred. IMC qualification preferred, or willingness to obtain within six months.
• Responsible to ensure that all regulatory and legal requirements and BlackRock policy standards are met through leadership of the team , including achieving MIFID II Information Provider status.
• Demonstrated leadership capability, including coaching, mentoring, or managing junior sales professionals.
• Strong sales acumen with the confidence, credibility, and influencing skills needed to engage advisers and convert opportunities.
• 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.
• Highly organised, able to manage multiple priorities under pressure and adapt quickly to changing needs.
• Demonstrates being a “Student of the Market” with ability to learn various investment solutions within fixed income, derivatives, alts, equities, etc.

Our Benefits

To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; 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 Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.