Regional Associate

We are seeking a dynamic/detail-oriented individual to join our world-class Investment Management team as a Regional Associate. Our Intermediary sales team is responsible for all sales-and-marketing functions related to the distribution of William Blair’s investment products to advisors and third-party platforms in the intermediary channel.

JOB SUMMARY & RESPONSIBILITIES:

As an integral member of our highly collaborative and goal-oriented sales team, you will be the central point of contact for clients and colleagues and will play a critical role in the success of the team. A key aspect of the role is to proactively contact prospects to expand our brand, develop meaningful business relationships with financial advisors and qualify them for further engagement. High performing Regional Associates effectively communicate the merits of our investment strategies, approach work in a goal-oriented way, are results-driven and have a strong understanding of the intermediary channel.

• Work in conjunction with Regional Director to establish new relationships through proactive calling and email efforts


• Apply a consultative sales approach to prospecting and deepening relationships with RIA’s, family offices, banks, wire house and B/D financial advisors


• Participate in targeted outreach campaigns and contribute to National Accounts initiatives


• Strategically collaborate with team to contribute innovative and entrepreneurial ideas for territory management


• Maintain thorough knowledge of assigned territory goals/pipeline, key clients and prospects


• Consistently utilize Salesforce CRM for prospecting preparation and logging client communications


• Periodically represent William Blair at industry conferences


• Participate in projects as requested by management

QUALIFICATIONS:

•  Bachelor’s degree required


• Prior work experience in a sales capacity required, preferably in the financial services industry


• Demonstrated interest in learning investment products


• Superior communication skills, written and verbal


• Dedication to detail and follow-up


• Positive, can-do attitude and high level of personal initiative


• Ability to work individually and cooperatively with others to accomplish objectives


• Adaptable and open to feedback


• Ability to be resourceful in seeking solutions


• Series 7 and 66 (or 63 and 65) licenses must be obtained within 90 days of start date.

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