Katie O'Mara, CIMA®, CAIA®

Observer
DISC Type : ci

SMA & Alternative Investments Sales Manager at BlackRock

Trenton, New Jersey, United States

Overview

Katie is a Director and Sales Manager at BlackRock, specializing in Separately Managed Accounts (SMAs) and Alternative Investments within the US Wealth Advisory business. She leads the SMA Client Experience Team, focusing on driving sales and ensuring exceptional client partnerships. She holds an MBA from Rider University and a CIMA designation.

Outside of her direct professional responsibilities, Katie maintains a strong connection with her alma mater, Penn State University, where she earned her Bachelor of Sciences degree.

She is actively focused on expanding her team and frequently posts about new hiring opportunities within her division at BlackRock.

Personality Overview

Assertive

Value Driven

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Separately Managed Accounts
Her title and role are centered on driving sales and managing the client experience for BlackRock's SMA business, a key growth area for the firm.
Alternative Investments
As a sales manager for this specific area, she is an expert in helping wealth advisors utilize alternative investments and private market assets for their clients.
Client Experience
She leads the SMA Client Experience Team, indicating a primary responsibility for ensuring partners have excellent support and service from her division.

Media Appearances

Katie has no verified media appearances

Work History

9-2023
SMA & Alternative Investments Sales Manager at BlackRock
1-2022
SMA Sales Manager at BlackRock
1-2018 - 1-2022
RIA Sales Desk Manager at BlackRock
2-2015 - 1-2018
Advisor Services Group Manager at BlackRock
7-2011 - 1-2015
Investment Management Associate at BlackRock

Education

2006 - 2008
MBA from Rider University
1999 - 2003
Bachelor of Sciences from Penn State University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Trenton, New Jersey, United States Job Level : Middle Designation : SMA & Alternative Investments Sales Manager at BlackRock
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Invite them for a social do but don’t rely solely on the relationship
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Katie

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Katie take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Katie

Personality Compatibility


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