Director National Accounts
About The Position
We're seeking a passionate and driven National Accounts Director as we enter a significant growth phase for our Intermediary Distribution team. This role will focus on developing strategic sales plans, promoting new business development, asset retention, increasing flows, expansion of product offerings, cross-selling and ensuring client satisfaction. Responsibilities include but may not be limited to: Manage the relationships with new and existing key national accounts, focusing on asset retention, increasing flows and product offerings Ensure client satisfaction of intermediate partners of William Blair’s products such as mutual funds, separately managed portfolios and sub advisory products Initiate, maintain and expand all aspects of strategic alliances, senior management relationships, contracts, selling agreements, investment capability and investment performance discussions. Serve as primary contact for all 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 Internally coordinate all activities in key distribution partner platforms, such as ongoing research, marketing opportunities and support services Maintain broad and deep expertise of all the firm’s products and services through ongoing discussions with Portfolio Managers and Product Specialists Quarterly travel with Senior Regional Directors Qualifications: Bachelor’s Degree required MBA and/or CFA preferred 10+ years of investment product sales experience 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 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 #LI-HK1
Requirements
- Bachelor’s Degree required
- 10+ years of investment product sales experience 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
- 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
Nice To Haves
- MBA and/or CFA preferred
Responsibilities
- Manage the relationships with new and existing key national accounts, focusing on asset retention, increasing flows and product offerings
- Ensure client satisfaction of intermediate partners of William Blair’s products such as mutual funds, separately managed portfolios and sub advisory products
- Initiate, maintain and expand all aspects of strategic alliances, senior management relationships, contracts, selling agreements, investment capability and investment performance discussions.
- Serve as primary contact for all 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
- Internally coordinate all activities in key distribution partner platforms, such as ongoing research, marketing opportunities and support services
- Maintain broad and deep expertise of all the firm’s products and services through ongoing discussions with Portfolio Managers and Product Specialists
- Quarterly travel with Senior Regional Directors
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
1,001-5,000 employees
