Regional Associate

Job Description

Regional Associate | William Blair

The Tone:
This is a full-time role at William Blair. William Blair is a premier global partnership specializing in investment banking, investment management, and private wealth management, with a legacy of delivering trusted advice for nine decades. This role joins the Investment Management team, where the Intermediary sales team distributes William Blair’s investment products to advisors and third-party platforms. As a central point of contact for clients and colleagues, this position is critical to the sales team’s success in expanding the firm’s brand and developing meaningful business relationships within the intermediary channel.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Not Specified
• Pay: $65000–$85000 yearly
• Team: Intermediary sales team within Investment Management, working with a Regional Director.
• Mission: Proactively expand William Blair’s brand, develop meaningful business relationships with financial advisors, and qualify them for further engagement to drive the sales team’s success.
• Tech Stack: Salesforce CRM

What You’ll Actually Do
• Client Acquisition: Proactively establish new relationships with prospects and financial advisors through targeted calling and email efforts, working in conjunction with the Regional Director.
• Relationship Management: Serve as a central point of contact for clients and colleagues, applying a consultative sales approach to deepen relationships with RIAs, family offices, banks, wire houses, and B/D financial advisors.
• Strategic Sales: Qualify prospects for further engagement and effectively communicate the merits of William Blair’s investment strategies, contributing to a goal-oriented and results-driven sales team.
• Territory Development: Strategically collaborate with the team to contribute entrepreneurial and effective ideas for territory management, including participation in targeted outreach campaigns and National Accounts initiatives.
• Data & Reporting: Maintain thorough knowledge of assigned territory goals, pipeline, key clients, and prospects, consistently utilizing Salesforce CRM for prospecting preparation and logging client communications.
• Brand Representation: Periodically represent William Blair at industry conferences, enhancing the firm’s brand presence and network.

The Must-Haves
• Background: A Bachelor’s degree is a required minimum qualification. Candidates should possess a demonstrated interest in continually learning about investment products and a strong understanding of the intermediary channel to effectively engage with clients and prospects.
• Experience: Prior work experience in a sales capacity is essential for this role. A critical requirement includes the ability to obtain Series 7 and 66 (or 63 and 65) licenses within 90 days of the start date to ensure regulatory compliance.
• Skills: This role demands superior written and verbal communication skills for effective client interaction. Essential capabilities include applying a consultative sales approach, a strong dedication to detail and follow-up in all tasks, and the ability to effectively communicate the merits of William Blair’s investment strategies.
• Bonus: While not strictly required, prior sales experience within the financial services industry is highly preferred. Additionally, the ideal candidate will exhibit a positive, can-do attitude, high personal initiative, adaptability to evolving situations, and resourcefulness in seeking effective solutions.