William Blair

Sales

• Lead sales and client service initiative for William Blair’s Investment Management strategies across the Intermediary Distribution channel throughout Texas.
• Apply investment product and financial market knowledge to create and maintain key client relationships and grow the territory across the channel.
• Mentor internal staff in the development of key relationships with qualified advisors and financial intermediaries to surface leads and identify prospects.
• 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.

Senior Regional Sales Director, Texas