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Team Leader and Account Manager - UK Adviser Sales Business Development

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BlackRock Investments

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Location:
United Kingdom , Edinburgh

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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.

Nice to have:

  • financial services or asset management experience
  • IMC qualification
What we offer:
  • 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
  • Flexible Time Off (FTO)

Additional Information:

Job Posted:
February 20, 2026

Expiration:
March 29, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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