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

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🕒 July 16

🏛️ District of Columbia, Maryland, +2 more states – Remote

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

💵 $100k - $125k / year

⏰ Full Time

🟠 Senior

🤑 Sales

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William Blair

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

💸 Finance

💳 Fintech

Consulting • Finance • Fintech

William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. The firm provides advisory services, strategies, and solutions to meet clients’ evolving needs. As an independent and employee-owned firm, William Blair operates in more than 20 offices worldwide, alongside strategic partners like Allier Capital, BDA Partners, and Poalim Capital Markets.

📋 Description

• 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.

🎯 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 • 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.

🏖️ 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) • other voluntary benefits