Senior Regional Sales Director (west)

William Blair

Remote
Base: $100,000 - $125,000; bonus/equity: eligible ...
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Investment product sales
Financial market knowledge
Client relationship management
** William Blair is seeking a Senior Regional Sales Director for the West Coast, responsible for leading sales and client service initiatives in the intermediary distribution channel for their investment management strategies. The ideal candidate should have over eight years of investment product sales experience, strong communication skills, and the ability to build relationships with financial intermediaries. **

Job Summary

  • Lead sales and client service initiatives for William Blair’s Investment Management strategies across the intermediary channel in their territory.
  • Advise management of competitive landscape and client base trends and collaborate with the Head of Intermediary Distribution to set sales goals and objectives.
  • Guide and mentor Regional Associates and Regional Directors on identifying and expanding sales opportunities.

Matching Summary

Match Score: 75

** William Blair is seeking a Senior Regional Sales Director for the West Coast, responsible for leading sales and client service initiatives in the intermediary distribution channel for their investment management strategies. The ideal candidate should have over eight years of investment product sales experience, strong communication skills, and the ability to build relationships with financial intermediaries. **

Salary

Base: $100,000 - $125,000; Bonus/Equity: Eligible for discretionary annual bonus and/or commission-based incentives; Benefits: Medical, dental, vision, disability, life insurance, 401(k), profit sharing, PTO, Maven family & fertility benefit, parental leave, voluntary benefits

Skills & Requirements

Must-have

  • investment product sales
  • financial market knowledge
  • client relationship management
  • networking and negotiation skills
  • investment product expertise

Nice-to-have

  • mentoring internal staff
  • competitive landscape analysis
  • collaboration with management
  • strong communication skills

Key Requirements

  • 8+ years of investment product sales
  • SIE Exam, Series 7 and Series 66 licenses required or must be obtained within 90 days
  • Bachelors Degree in Business Administration or Finance

Work Rights

Not specified

Tailored Resume

Cover Letter