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William Blair · 1 day ago

Regional Associate

Chicago, Illinois, United States

Full-time

Onsite

New Grad, Entry Level

$65K/yr - $85K/yr

William Blair is a premier global partnership seeking a dynamic individual to join their Investment Management team as a Regional Associate. This role involves proactive outreach to financial advisors and managing client relationships to drive sales in the intermediary channel.

BankingFinanceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Work in conjunction with Regional Director to establish new relationships through proactive calling and email efforts

Apply a consultative sales approach to prospecting and deepening relationships with RIA’s, family offices, banks, wire house and B/D financial advisors

Participate in targeted outreach campaigns and contribute to National Accounts initiatives

Strategically collaborate with team to contribute innovative and entrepreneurial ideas for territory management

Maintain thorough knowledge of assigned 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

Qualification

Sales experienceFinancial services knowledgeSalesforce CRMInvestment products knowledgeCommunication skillsResourcefulnessFollow-up skillsConsultative sales approachNetworking skillsDetail-orientedTeam collaborationPositive attitudeAdaptabilityInitiativeProblem-solving

Required

Bachelor's degree required

Prior work experience in a sales capacity required, preferably in the financial services industry

Demonstrated interest in learning investment products

Superior communication skills, written and verbal

Dedication to detail and follow-up

Positive, can-do attitude and high level of personal initiative

Ability to work individually and cooperatively with others to accomplish objectives

Adaptable and open to feedback

Ability to be resourceful in seeking solutions

Series 7 and 66 (or 63 and 65) licenses must be obtained within 90 days of start date

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)