National Accounts Manager

Job not on LinkedIn

🔥 1 hour ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $140k - $155k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

🦅 H1B Visa Sponsor

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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

• Develop strategic sales plans • Promote new business development, asset retention, increasing flows, expansion of product offerings and cross-selling • Manage relationships with new and existing key national accounts, focusing on retirement plan business and insurance sub-advisory products • Ensure client satisfaction among intermediary partners for mutual funds, separately managed portfolios and sub-advisory products • Initiate, maintain and expand strategic alliances, senior management relationships, contracts, selling agreements, investment capability and investment performance discussions • Serve as primary contact for key distribution relationships • Maintain up-to-date CRM and platform changes • Work with research teams and business gatekeepers to identify and pursue opportunities to broaden product distribution through new platforms or additional products on existing platforms • Coordinate activities within key distribution partner platforms, including ongoing research, marketing opportunities and support services • Maintain broad and deep expertise in the firm’s products and services through discussions with Portfolio Managers and Product Specialists • Travel quarterly with Senior Regional Directors

🎯 Requirements

• Bachelor’s Degree required • MBA and/or CFA preferred • 8+ years of investment product sales experience required • Specific experience with retirement plan business and insurance firms preferred • SIE Exam, Series 7 and Series 66 licenses required, or Series 63 and Series 65, or must be obtained within 90 days of start • Strong, seasoned sales and presentation skills • Comprehensive understanding of investment products and how to position them for maximum effectiveness with different audiences • High degree of energy, motivation and ownership in setting own priorities • Sustained superior sales production record • Ability to build and maintain working relationships with others to achieve objectives • Strong leadership and coaching skills • Excellent verbal and written communication skills

🏖️ Benefits

• Discretionary annual bonus based on company, business unit and individual performance • Commission-based incentives • Medical coverage • Dental coverage • Vision coverage • Employer-paid short- and long-term disability insurance • Employer-paid life insurance • 401(k) • Profit sharing • Paid time off • Maven family and fertility benefit • Parental leave, including adoption, surrogacy and foster placement • Other voluntary benefits

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