Regional Associate (Entry-Level)

Position Overview

Join William Blair, the Premier Global Partnership. We are seeking a dynamic, detail-oriented individual to join our world-class Investment Management team as a Regional Associate. In this role, you will serve as the central point of contact for clients and colleagues, proactively expanding our brand by engaging financial advisors and industry partners. Your goal-oriented approach and strong understanding of the intermediary channel will be key to developing meaningful business relationships. Compensation: $65,000-$85,000 USD.

Key Responsibilities

• Work in conjunction with the Regional Director to establish new relationships through proactive calling and email efforts.
• Apply a consultative sales approach to prospecting and deepening relationships with RIAs, family offices, banks, wire houses, and B/D financial advisors.
• Participate in targeted outreach campaigns and contribute to National Accounts initiatives.
• Strategically collaborate with the team to propose innovative ideas for territory management.
• Maintain a thorough knowledge of territory goals, pipeline, key clients, and prospects.
• Consistently utilize Salesforce CRM for prospecting preparation and logging client communications.
• Periodically represent William Blair at industry conferences.
• Participate in projects as requested by management.

Required Qualifications

• Bachelor's degree required.
• Prior work experience in a sales capacity, preferably in the financial services industry.
• Demonstrated interest in learning investment products.
• Superior communication skills, both written and verbal.
• Dedication to detail and follow-up.
• Positive, can-do attitude with a high level of personal initiative.
• Ability to work both independently and cooperatively with others.
• Adaptable and open to feedback.
• Resourcefulness in seeking solutions.
• Series 7 and 66 (or 63 and 65) licenses must be obtained within 90 days of start date.

Benefits & Perks

• Medical, Dental, and Vision coverage
• Employer-paid short & long-term disability and life insurance
• 401(k) and profit sharing
• Paid time off
• Maven family & fertility benefit
• Parental leave (including adoption, surrogacy, and foster placement)
• Other voluntary benefits