William Blair

Senior Regional Sales Director, Florida

William Blair

full-time

Posted on:

Location Type: Remote

Location: Florida • United States

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Salary

💰 $100,000 - $125,000 per year

Job Level

Senior

About the role

  • 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.

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
  • MBA, CFA, CFP, CAIA, CIMA preferred
  • 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.
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment product salesclient presentationssales goals and objectivesnetworkingnegotiationclient relationship managementdocumentation of client meetingsfinancial market knowledgeinvestment management strategiessales production record
Soft skills
strong sales skillspresentation skillsenergymotivationprioritizationrelationship buildingcoachingguidanceverbal communicationwritten communication
Certifications
Bachelors Degree in Business AdministrationBachelors Degree in FinanceSIE ExamSeries 7Series 66Series 63Series 65MBACFACFP