Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. Seeking a passionate, driven sales professional to lead sales and client service initiatives for Investment Management strategies across the intermediary channel in Florida and Alabama.
Requirements
- Advise management of competitive landscape and client base trends and collaborate with the Head of Intermediary Distribution to set sales goals and objectives.
- Maintain extensive visibility and contacts outside of William Blair and foster relationships with key financial intermediaries to convey accurate, up-to-date knowledge of William Blair Investment Management products and their associated benefits.
- Generate sales through the direct calling program, utilizing strong networking and negotiation skills to close the sale of investment.
- 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.
- Guide and mentor Regional Associates and Regional Directors on identifying and expanding sales opportunities.
- 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.
- Additional responsibilities as requested.
Benefits
- 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)