Senior Regional Sales Director (DC/MD/VA/PA)

William Blair • Baltimore, MD

15h • $100,000 - $125,000 • Hybrid

About The Position

Join William Blair, the Premier Global Partnership, as a passionate and driven sales professional during a significant growth phase for their Intermediary Distribution team. The role is primarily responsible for leading sales and client service initiatives for William Blair’s Investment Management strategies across the intermediary channel in Washington D.C., Maryland, Virginia, and Philadelphia. This position requires applying investment product and financial market knowledge to create and maintain key client relationships, grow the territory, and mentor internal staff in developing relationships with qualified advisors and financial intermediaries to identify leads and prospects.

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
• 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

Nice To Haves

• MBA, CFA, CFP, CAIA, CIMA preferred

Responsibilities

• Advise management of competitive landscape and client base trends and collaborate with the Head of Intermediary Distribution to set sales goals and objectives.
• Maintain extensive visibility and contacts outside of William Blair and foster relationships with key financial intermediaries to convey accurate, up-to-date knowledge of William Blair Investment Management products and their associated benefits.
• Generate sales through the direct calling program, utilizing strong networking and negotiation skills to close the sale of investment.
• Develop and maintain deep expertise of all investments and serve as a technical resource to others.
• Cultivate and leverage relationships within William Blair that can help surface leads or provide endorsements with target clients.
• Guide and mentor Regional Associates and Regional Directors on identifying and expanding sales opportunities.
• Create, maintain and deliver client presentations which highlight investment management products and the advantages of William Blair.
• Develop and maintain detailed documentation of client meetings and calling activity to ensure appropriate level of contact and follow-up, and assess success rates and opportunities for improvement.
• Additional responsibilities as requested.

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
• discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives

What This Job Offers

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