William Blair · 2 days ago
Director of Convertible Sales
New York, NY
Full-time
Hybrid
Mid, Senior Level
5+ years expWilliam Blair is a Premier Global Partnership seeking a Director of Convertible Sales. The role involves executing complex fixed income sales, generating revenue, and managing relationships with key institutional investors while mentoring less experienced staff.
BankingFinanceWealth Management
Responsibilities
Identify and execute complex and/or large scope equity linked sales aligned with firm and function sales strategy. Target key investors and promote William Blair’s value proposition and competitive advantage. Actively surface cross-sale leads for fellow sales professionals, seeking to increase account penetration. Leverage pertinent sales opportunities to associate staff
Establish and manage strong relationships with key equity linked investors through regular meetings and touchpoints. Synthesize client issues by leveraging seasoned technical expertise into innovative and actionable advice. Promote William Blair’s capabilities and introduce relevant subject matter/sector experts as appropriate
Continually expand depth and breadth of expertise of William Blair’s fixed income products and pricing strategies, as well as current research findings and investment opportunities
Proactively convey research expertise, products and investment opportunities to equity linked clients. Suggest approach/options to accomplish client objectives. Solicit orders that maximize value to both parties
Maintain longstanding internal partnerships with sales professionals and actively develop leads sourced by others
Guide sales meeting preparation by suggesting innovative approaches to materials/presentation content. Review presentations drafted by others. Lead high impact sales meetings
Guide and mentor less experienced staff. Answer questions; help resolve issues; serve as a sounding board for solving client issues and approaching the close of sales
Ensure all work transactions and products are aligned with firm and function policies, procedures and standards
Additional responsibilities as requested
Qualification
Required
Bachelor's Degree in Finance, Accounting or Business required
Minimum 5 years of institutional bond sales experience from a top brokerage firm required
SIE Exam, Series 7 and Series 63 must be acquired within 90 days of employment
Excellent marketing, business development and selling skills
Excellent organizational and prioritization skills
Excellent verbal and written communication skills
Excellent problem solving and analytical skills
In depth knowledge of the bond markets
Ability to work effectively in a team environment
Proficient computer skills (Excel, Word, PowerPoint)
Preferred
MBA from top business school preferred
Benefits
Medical, dental and vision coverage
Employer paid long-term disability and life insurance
401(k)
Profit sharing
Maven family & fertility benefit
Parental leave (including adoption, surrogacy, and foster placement)
Other voluntary benefits
Company
William Blair
William Blair is a global investment banking and asset management firm.
1001-5000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Brent Gledhill
President & CEO
Brian Friedman
Managing Director
Recent News
2026-01-16
2026-01-03
Company data provided by crunchbase