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