Director National Accounts

William Blair • Boston, MA

17d

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.

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

Benefits

• medical
• dental
• 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)
• voluntary benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Director