Lead sales and client service initiatives for William Blair’s Investment Management strategies across the intermediary channel in DC, Maryland and Virginia
Job Summary
Lead sales and client service initiatives for William Blair’s Investment Management strategies across the intermediary channel in DC, Maryland and Virginia.
Generate sales through the direct calling program, utilizing strong networking and negotiation skills to close the sale of investment.
Guide and mentor Regional Associates and Regional Directors on identifying and expanding sales opportunities.
Matching Summary
Lead sales and client service initiatives for William Blair’s Investment Management strategies across the intermediary channel in DC, Maryland and Virginia.
Salary
Base: $100,000 - $125,000; Bonus/Equity: discretionary annual bonus and/or commission-based incentives; Benefits: 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, other voluntary benefits
Skills & Requirements
Must-have
lead sales and client service initiatives
grow the territory
create and maintain key client relationships
investment product and financial market knowledge
direct calling program
Nice-to-have
mentor internal staff
strong networking and negotiation skills
deep expertise of all investments
cultivate and leverage relationships within William Blair
Key Requirements
8+ years of investment product sales
SIE Exam, Series 7 and Series 66 licenses
Bachelors Degree in Business Administration or Finance