Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Boutique.
William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.
Lead sales and client service initiative for William Blair’s Investment Management strategies across the Intermediary Distribution channel throughout the Northeast. Apply investment product and financial market knowledge to create and maintain key client relationships and grow the territory across the channel.. Mentor internal staff in the development of key relationships with qualified advisors and financial intermediaries to surface leads and identify prospects.
Responsibilities Include But May Not Be Limited To
- Advise management of competitive landscape and client base trends and collaborate with the Head of Intermediary Distribution to set sales goals and objectives.
- Maintain extensive visibility and contacts outside of William Blair and foster relationships with key financial intermediaries to convey accurate, up-to-date knowledge of William Blair Investment Management products and their associated benefits.
- Generate sales through the direct calling program, utilizing strong networking and negotiation skills to close the sale of
- Develop and maintain deep expertise of all investments and serve as a technical resource to
- Cultivate and leverage relationships within William Blair that can help surface leads or provide endorsements with target
- Guide and mentor Regional Associates and Regional Directors on identifying and expanding sales opportunities.
- Create, maintain and deliver client presentations which highlight investment management products and the advantages of William Blair.
- Develop and maintain detailed documentation of client meetings and calling activity to ensure appropriate level of contact and follow-up, and assess success rates and opportunities for improvement.
- Additional responsibilities as requested.
Qualifications
- Bachelors Degree in Business Administration or Finance required
- 8+ years of investment product sales required
- SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
- MBA, CFA, CFP, CAIA, CIMA preferred
- Strong sales and presentation skills
- Deep understanding of investment products and how to position them for maximum effectiveness with different audiences
- High degree of energy, motivation and ability to set own priorities
- Sustained superior sales production record
- Ability to build and maintain working relationships with others to achieve objectives
- Ability to provide coaching and guidance to less experienced team members
- Excellent verbal and written communication skills
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range
$100,000—$125,000 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's Privacy Policies For Job Applicants
- California Consumer Privacy Act Privacy Notice (CCPA)
- General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
