Senior Associate, Strategic Accounts (Intermediary Distribution)

William Blair • Chicago, IL

9d

About The Position

William Blair is seeking a Senior Associate, Strategic Accounts to take a lead role in supporting the Intermediary team's client relationship management and business development efforts. This role focuses on complex client needs and high-priority initiatives, requiring excellent customer service, professionalism, and proactive follow-up. The position involves mentoring junior staff and serving as a subject matter expert for challenging requests.

Requirements

• Bachelor's degree required; Finance, Accounting, or Business preferred.
• 5–7 years of experience in asset management or comparable industry (investment consulting, plan sponsor, intermediary distribution, etc.) required.
• SIE, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start date.
• Deep understanding of the investment business, intermediary distribution landscape, and the firm's products and services.
• Highly organized with strong attention to detail.
• Able to prioritize and manage high-profile projects under tight deadlines.

Nice To Haves

• Progress toward MBA, CFA, or advanced degree preferred.

Responsibilities

• Lead client and prospect engagement, addressing complex inquiries and customizing reports.
• Drive the RFP and presentation process, including tailoring responses and preparing materials.
• Manage CRM and client data integrity in Salesforce, promoting best practices.
• Oversee day-to-day communications, ensuring timely and accurate responses to client/prospect requests.
• Partner cross-functionally with internal investment professionals, Portfolio Specialists, and marketing teams.
• Contribute to sales and marketing strategy by providing input on campaigns and sales ideas.
• Maintain deep product expertise on all firm products and services.
• Serve as a go-to resource for junior team members on product and platform knowledge.
• Mentor and support junior staff on complex transactions and escalated inquiries.
• Perform additional responsibilities as requested.

What This Job Offers

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