Senior Regional Sales Director – DC/MD/VA/PA

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🕒 Julho 16

🏛️ District of Columbia, Maryland, +2 estados a mais – Remoto

🏛️ District of Columbia – Remote 🦀 Maryland – Remote 🔔 Pennsylvania – Remote ⚔️ Virginia – Remote

💵 $100.000 - $125.000 / ano

⏰ Tempo Integral

🟠 Sênior

🤑 Vendas

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William Blair

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💼 Consultoria

💸 Finanças

💳 Fintech

Consulting • Finance • Fintech

A William Blair é a principal boutique global com expertise em banco de investimento, gestão de investimentos e gestão de patrimônio privado. Fornecemos serviços de consultoria, estratégias e soluções para atender às necessidades em evolução de nossos clientes. Como uma empresa independente e de propriedade dos funcionários, junto com nossos parceiros estratégicos, operamos em mais de 20 escritórios em todo o mundo.* *Inclui parcerias estratégicas com Allier Capital, BDA Partners e Poalim Capital Markets. Aviso de Mídias Sociais: williamblair.com/Disclosures#social

Descrição

• Lead sales and client service initiatives for William Blair’s Investment Management strategies • Advise management of competitive landscape and client base trends • Collaborate with the Head of Intermediary Distribution to set sales goals and objectives • Maintain extensive visibility and contacts outside of William Blair • Foster relationships with key financial intermediaries • Generate sales through the direct calling program • Develop and maintain deep expertise of all investments • Serve as a technical resource to others • Guide and mentor Regional Associates and Regional Directors • Create, maintain and deliver client presentations • Develop and maintain detailed documentation of client meetings and calling activity • Additional responsibilities as requested.

🎯 Requisitos

• 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 • MBA, CFA, CFP, CAIA, CIMA preferred • Strong sales and presentation skills • Deep understanding of investment products and how to position them for maximum effectiveness with different audiences • High degree of energy, motivation and ability to set own priorities • Sustained superior sales production record • Ability to build and maintain working relationships with others to achieve objectives • Ability to provide coaching and guidance to less experienced team members • Excellent verbal and written communication skills.

🏖️ Benefícios

• 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) • other voluntary benefits