Williamblair

Williamblair

Senior Regional Sales Director (DC/MD/VA/PA)

Baltimore, Maryland; Pennsylvania - Remote · Director

Sponsorship not specified$100k-$125kDetected 6 days ago
ComplianceSalesNegotiationCommunicationProblem SolvingMentoringPublic SpeakingCFA

About the role

  • Join William Blair, the Premier Global Partnership.
  • We're seeking a passionate, driven sales professional as we enter a significant growth phase for our Intermediary Distribution team.
  • Salary Range $100,000 - $125,000 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.

Responsibilities

  • Advise management of competitive landscape and client base trends and collaborate with the Head of Intermediary Distribution to set sales goals and objectives.
  • Develop and maintain deep expertise of all investments and serve as a technical resource to others.
  • Cultivate and leverage relationships within William Blair that can help surface leads or provide endorsements with target clients.
  • Create, maintain and deliver client presentations which highlight investment management products and the advantages of William Blair.
  • Develop and maintain detailed documentation of client meetings and calling activity to ensure appropriate level of contact and follow-up, and assess success rates and opportunities for improvement.
  • We are committed to empowering our colleagues to deliver client success and engage in our communities.
  • 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.
  • The individual's primary responsibility is to lead sales and client service initiatives for William Blair's Investment Management strategies across the intermediary channel in DC, Maryland, Virginia and Philadelphia.

Requirements

  • Bachelors Degree in Business Administration or Finance required
  • 8+ years of investment product sales required
  • SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
  • High degree of energy, motivation and ability to set own priorities
  • Ability to provide coaching and guidance to less experienced team members
  • 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, and Asia.
  • Strong sales and presentation skills
  • Deep understanding of investment products and how to position them for maximum effectiveness with different audiences
  • Sustained superior sales production record
  • Ability to build and maintain working relationships with others to achieve objectives
  • Excellent verbal and written communication skills
  • 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.

Nice to have

  • MBA, CFA, CFP, CAIA, CIMA preferred

Compensation

  • $100,000 - $125,000 USD
  • 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.

Benefits

  • Vision for Tomorrow's Opportunities.

Company info

  • William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Equal opportunity

  • William Blair is an equal opportunity employer.
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