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Job Description
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. #LI-HK1 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 About Our Firm
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 backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting
williamblair.com . William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee\'s ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair\'s privacy policies for job applicants: Contact us should you have any questions or concerns. Regional Associate (Entry-Level)
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* indicates a required field First Name * Last Name * Email * Phone Country * Phone * Location (City) * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Education School * Select... Degree * Select... Select... Select... Start date year End date month Select... End date year Preferred first name * LinkedIn Profile Website Address * Current Company * Current Title * Are you bound to any post-employment obligations or restrictive covenants (i.e. non-competition, non-solicitation of employees or customers, or confidentiality and non-disclosures covenants, etc.) with a former employer or other entity or person? * Select... Do you have a notice period with your current employer or other restrictions on your availability to start? * Select... If yes, please outline notice period details or restrictions on your availability to start. Have you ever been employed by William Blair? * Select... If yes, please enter your position title and dates. Are you related to a William Blair employee or client? * Select... If applicable, please enter employee or client name. Are you legally authorized to work in the United States? * Select... Will you now or in the future require sponsorship for employment visa status (e.g., H-1B, E-3, TN visa status)? * Select... Additional languages Select... Have you ever maintained any licenses or registrations (e.g. Series 7, Series 63)? This excludes CPA/CFA. Please answer even if your licenses have expired/lapsed. William Blair cannot guarantee to hold licenses that are not necessary for your position. * Select... Licenses/Certifications What are your compensation expectations? * U.S. Demographic Questions
William Blair is an equal employment opportunity employer, and applicants and employees are considered for employment and treated during employment without regard to race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation and other legally protected status. The questions below are for record keeping and reporting purposes only, and the information provided will not be kept in any personnel file. You are invited to respond, but your response is voluntary and you are not required to answer. Sex Assigned at Birth (required for health benefits) * Select... Gender Identity * Select... Sexual Orientation * Select... Select... Do you identify as disabled? * Select... Are you a Veteran or an active member of the military? * Select...
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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. #LI-HK1 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 About Our Firm
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 backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting
williamblair.com . William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee\'s ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair\'s privacy policies for job applicants: Contact us should you have any questions or concerns. Regional Associate (Entry-Level)
Create a Job Alert Interested in building your career at William Blair? Get future opportunities sent straight to your email. Apply for this job
* indicates a required field First Name * Last Name * Email * Phone Country * Phone * Location (City) * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Education School * Select... Degree * Select... Select... Select... Start date year End date month Select... End date year Preferred first name * LinkedIn Profile Website Address * Current Company * Current Title * Are you bound to any post-employment obligations or restrictive covenants (i.e. non-competition, non-solicitation of employees or customers, or confidentiality and non-disclosures covenants, etc.) with a former employer or other entity or person? * Select... Do you have a notice period with your current employer or other restrictions on your availability to start? * Select... If yes, please outline notice period details or restrictions on your availability to start. Have you ever been employed by William Blair? * Select... If yes, please enter your position title and dates. Are you related to a William Blair employee or client? * Select... If applicable, please enter employee or client name. Are you legally authorized to work in the United States? * Select... Will you now or in the future require sponsorship for employment visa status (e.g., H-1B, E-3, TN visa status)? * Select... Additional languages Select... Have you ever maintained any licenses or registrations (e.g. Series 7, Series 63)? This excludes CPA/CFA. Please answer even if your licenses have expired/lapsed. William Blair cannot guarantee to hold licenses that are not necessary for your position. * Select... Licenses/Certifications What are your compensation expectations? * U.S. Demographic Questions
William Blair is an equal employment opportunity employer, and applicants and employees are considered for employment and treated during employment without regard to race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation and other legally protected status. The questions below are for record keeping and reporting purposes only, and the information provided will not be kept in any personnel file. You are invited to respond, but your response is voluntary and you are not required to answer. Sex Assigned at Birth (required for health benefits) * Select... Gender Identity * Select... Sexual Orientation * Select... Select... Do you identify as disabled? * Select... Are you a Veteran or an active member of the military? * Select...
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