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William Blair · 1 week ago

Senior Regional Sales Director (South)

United States

Full-time

Remote

Senior Level, Lead/Staff

$100K/yr - $125K/yr

8+ years exp

William Blair is a premier global partnership that has been delivering trusted advice for nine decades. The Senior Regional Sales Director will lead sales and client service initiatives for Investment Management strategies across the Intermediary Distribution channel, focusing on building key client relationships and mentoring internal staff.

BankingFinanceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

Investment product salesSIE ExamSeries 7 licenseSeries 66 licenseMBACFACFPCAIACIMASales skillsNetworking skillsCoaching abilityPresentation skillsCommunication skills

Required

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

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

Preferred

MBA

CFA

CFP

CAIA

CIMA

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

Company

William Blair

Glassdoor4.2

William Blair is a global investment banking and asset management firm.

Founded in 1935

Chicago, Illinois, USA

1001-5000 employees

http://www.williamblair.com

H1B Sponsorship

William Blair has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (17)

2023 (20)

2022 (20)

2021 (29)

2020 (20)