Senior Client Relationship Manager – William Blair

Senior Client Relationship Manager – William Blair

• Salary Range: $200,000 – $225,000 per year

• Location: Chicago, IL, United States
• Employment Type: Full-Time
• Salary Range: $200,000 – $225,000 per year

William Blair, a premier global boutique investment firm, is seeking a highly motivated Senior Client Relationship Manager to join its established Client Services team. This role is ideal for professionals with deep institutional experience and a passion for delivering tailored investment solutions.

With over nine decades of trusted advisory experience, William Blair operates across North America, Europe, Asia, and Australia. As an independent partnership, the firm is known for its inclusive culture, long-term client relationships, and commitment to excellence in investment banking, asset management, and private wealth services.

The Senior Client Relationship Manager will manage relationships with key institutional accounts, ensuring retention and promoting cross-sales of investment products. This role involves regular client interaction, strategic communication of portfolio positioning, and coordination with internal teams to deliver high-quality service.

• Strengthen relationships with major institutional clients through proactive engagement
• Promote additional investment strategies based on client needs and market developments
• Execute complex client transactions and requests accurately and promptly
• Lead and coordinate efforts of Client Service Associates to ensure consistent messaging
• Mentor junior relationship managers and support smaller client accounts
• Represent William Blair’s investment expertise in client review meetings
• Collaborate with Sales to generate leads and support the sales process
• Deliver insights on market trends, research, and portfolio performance

• Bachelor’s degree required; MBA or advanced financial degree preferred
• CFA designation preferred
• 7–15 years of institutional experience in consulting, portfolio management, or client services
• Series 7 and 66 (or 63 and 65) licenses required or must be obtained within 90 days
• Strong knowledge of capital markets, investment strategies, and economics
• Proven ability to lead teams and deliver client presentations
• Exceptional communication and relationship-building skills
• High attention to detail and follow-through

• Base salary range: $200,000 – $225,000
• Eligible for discretionary annual bonus and/or commission-based incentives
• Comprehensive benefits including medical, dental, vision, life insurance, 401(k), profit sharing, paid time off, parental leave, and fertility support
• Inclusive work culture recognized for diversity and employee development

William Blair is an equal opportunity employer committed to fostering a workplace free from discrimination and harassment. All qualified applicants are encouraged to apply.