William Blair

Sales

• Lead sales and client service initiatives for William Blair’s Investment Management strategies across the intermediary channel in DC, Maryland and Virginia
• 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 – Mid-Atlantic

• Lead sales and client service initiatives for William Blair’s Investment Management strategies across the intermediary channel in Florida and Alabama.
• Apply investment product and financial market knowledge to create and maintain key client relationships.
• Grow the territory across the channel and mentor internal staff in developing key relationships with qualified advisors and financial intermediaries.
• 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
• Generate sales through the direct calling program and utilize strong networking and negotiation skills.
• Develop and maintain deep expertise of all investments; serve as a technical resource.
• Create, maintain and deliver client presentations highlighting investment management products.
• Develop and maintain documentation of client meetings and calling activities.

Senior Regional Sales Director – Mid-Atlantic

Senior Regional Sales Director, Florida