Regional Associate (Entry Level)

William Blair is a Premier Global Partnership seeking a dynamic/detail-oriented individual to join their Investment Management team as a Regional Associate. The role involves being the central point of contact for clients and colleagues, developing business relationships with financial advisors, and proactively contacting prospects to expand the brand.

Responsibilities

• 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

Skills

• Bachelor's degree required
• 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

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)
• As well as other voluntary benefits

Company Overview

Company H1B Sponsorship