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Regional Sales Associate (Finance/Entry-Level)

William Blair Investment Management is the premier global investment management boutique, with a sole focus on active management across equity, fixed income, currency and multi-asset strategies. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. We work closely with the most sophisticated investors globally across institutional and intermediary channels, including consultants, private and public pension funds, insurance companies, endowments, foundations, sovereign wealth funds, and financial advisors.

We are seeking a highly motivated, goal-oriented candidate to join our intermediary sales team as a Regional Associate. As an integral member of the team, this individual will be responsible for generating sales leads through thoughtful, strategic outreach to prospective clients. The individual will learn about the various asset allocation processes of our clients and prospects, identify areas of opportunity/solutions and qualify them for potential meetings and further engagement. Successful Regional Associates are results-driven with a strong work ethic and desire to learn. Specific responsible will include:

  • Work in conjunction with Regional Director to establish new relationships through proactive phone outreach 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
  • Develop an understanding of client and prospect investment processes, identify areas of opportunity and position WB products to meet those needs
  • Participate in targeted outreach campaigns and contributes to National Accounts initiatives
  • Strategically collaborate with team to conceptualize innovative and entrepreneurial ideas for territory management
  • Maintain thorough knowledge of assigned territory goals/pipeline, key clients and prospects
  • Utilize Salesforce for prospecting preparation and managing client data
  • Represent William Blair at industry conferences and travel quarterly with external partner to meet and present to clients and prospects
  • Participate in other projects as requested


  • Bachelor’s degree required
  • Prior work experience in investment management preferred, ideally within a sales capacity
  • Ideal candidate will be highly motivated to take advantage of career development opportunities, seek out industry designations, post graduate degrees, and professional training via industry experts
  • Demonstrated interest in learning investment products as well as key sales and service requirements of institutional clients and investment advisors
  • Superior communication skills, written and verbal.
  • Ability to build strong relationships, including dedication to detail and follow-up
  • Positive, can-do attitude and high level of personal initiative, which is paramount in a sales environment
  • Ability to work individually and cooperatively with others to accomplish objectives
  • Adaptable and open to feedback
  • Ability to be resourceful in seeking solutions
  • Current Series 7 and 66 (or 63 and 65) licenses (or ability to obtain following start)
  • Desire to work in a hybrid capacity (2 days in/3 days remote)