Vice President - Private Shares Trading

William Blair•San Francisco, CA

2d•Hybrid

About The Position

Join William Blair, the Premier Global Partnership, as a Vice President on the private shares trading team. This role is responsible for continuously building client relationships and providing exceptional access and company-specific transactional knowledge for buyers and sellers of private company equity. We are seeking a self-motivated individual with exceptional adaptability, a steadfast commitment to client satisfaction, a penchant for thriving in fast-paced, dynamic settings, and a strong team-oriented mindset.

Requirements

Bachelor's Degree
FINRA SIE, Series 7, & 63 licenses required, or obtained within first 30 days
3+ years of experience in a sales role in financial services with a focus in institutional sales and private shares trading
Dedication to client service excellence, prioritizing client engagement and attention to detail
Proven track record of upholding strict client confidentiality and discretion as a top priority, ensuring sensitive information remains secure and maintaining trust and integrity in all client interactions
Must be comfortable working both independently and in a team environment
Demonstrated ability to thrive in a dynamic and fast-paced environment, adept at quickly adjusting priorities and seamlessly transitioning between various tasks and responsibilities to meet evolving team needs
Demonstrated ability to build and maintain client relationships and contribute to transaction execution in a fast-paced environment
Strong communication, relationship management, and organizational skills

Responsibilities

Develop and manage client relationships while assisting in the execution of private securities transactions from initial matching through confirmation and closure
Develop and strengthen relationships with hedge funds, asset managers, wealth management platforms, angel investors, HNW individuals, and other buy-side clients
Foster ongoing rapport with sellers, spanning individuals, venture capital/private equity firms, and their limited partners, through regular client engagement and meetings
Broaden William Blair’s presence within key networks, focusing on sectors with the most active private securities, notably but not limited to Technology, Financials, and Consumer, alongside engaging high-net-worth individuals, angel groups, and family offices
Streamline and scale both inbound and outbound client engagement inquiries in collaboration with the team
Leverage market knowledge and transaction experience to support clients and facilitate successful transaction execution