William Blair

Sales

• Lead sales and client service initiatives for William Blair’s Investment Management strategies
• Advise management of competitive landscape and client base trends
• Collaborate with the Head of Intermediary Distribution to set sales goals and objectives
• Maintain extensive visibility and contacts outside of William Blair
• Foster relationships with key financial intermediaries
• Generate sales through the direct calling program
• Develop and maintain deep expertise of all investments
• Serve as a technical resource to others
• Guide and mentor Regional Associates and Regional Directors
• Create, maintain and deliver client presentations
• Develop and maintain detailed documentation of client meetings and calling activity
• Additional responsibilities as requested.

Senior Regional Sales Director – DC/MD/VA/PA