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

William Blair

Senior Regional Sales Director managing investment management strategies across the intermediary channel at William Blair. Lead client service initiatives while mentoring internal teams in sales growth.

Posted 7/16/2026full-timeRemote • District of Columbia, Maryland, Pennsylvania, Virginia • 🇺🇸 United StatesSenior💰 $100,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment product sales and client relationship management, with a strong ability to develop and deliver impactful presentations. Proven track record of achieving sales goals while mentoring and guiding team members in a collaborative environment.

Highest-signal resume keywords

Investment Product SalesClient Relationship ManagementSales Presentation SkillsCoaching and MentoringSIE Exam, Series 7, and Series 66 Licenses

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Investment Product KnowledgeSales Strategy DevelopmentClient Documentation ManagementDirect Calling Program ExecutionMarket Trend Analysis

Soft Skills

Strong Communication SkillsHigh Energy and MotivationRelationship BuildingPrioritization Skills

Certifications & Qualifications

Bachelors Degree in Business Administration or FinanceMBACFACFPCAIACIMA

Industry Keywords

Financial IntermediariesInvestment ManagementSales GoalsClient Service Initiatives

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

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