Regional Associate; Entry-Level

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

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:

• 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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A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.

Our featured benefit offerings include 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 (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.

Salary Range

$65,000 — $85,000 USD

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia.

We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and…