Senior Client Services Lead, Intermediary Distribution

William Blair; Chicago (IL); Hybrid; USD 85,000 - 124,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) with profit sharing

Paid time off

Parental leave

Job summary

William Blair seeks a Senior Client Services Associate to lead client relationship management and business development for the Intermediary team. You will engage clients and prospects, tailor reports, and manage CRM in Salesforce, ensuring timely, accurate responses.

The role requires 5–7 years in asset management, SIE, Series 7/66 (or 63/65) licenses, and strong organizational skills to handle high-profile projects. Hybrid work is offered.

Qualifications

• Bachelor’s degree required; Finance, Accounting, or Business preferred.
• Progress toward MBA, CFA, or advanced degree preferred.
• 5–7 years of experience in asset management or comparable industry required.
• SIE, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days.
• Deep understanding of the investment business and intermediary distribution.
• Highly organized with strong attention to detail; able to prioritize and manage high-profile projects under tight deadlines.

Responsibilities

• Lead client and prospect engagement; tailor reports for audiences to showcase capabilities.
• Drive RFPs and presentations; tailor responses and competitive analyses.
• Maintain client data in Salesforce and promote CRM best practices.
• Manage day-to-day communications with clients and prospects with urgency.
• Collaborate cross-functionally with investment professionals, marketing, and other groups.
• Contribute to sales and marketing strategy to position offerings.
• Maintain in-depth knowledge of all firm products and services.
• Provide mentorship to junior staff on complex transactions.
• Additional responsibilities as requested.

Skills

Client relationship management

Sales support

CRM (Salesforce)

Licenses: SIE

Licenses: Series 7/66

Education

Bachelor's degree in Finance/Accounting/Business

MBA/CFA or advanced degree desired

Tools

SIE license

Series 7/66

Series 63/65

Job description

William Blair seeks a Senior Client Services Associate to lead client relationship management and business development for the Intermediary team. You will engage clients and prospects, tailor reports, and manage CRM in Salesforce, ensuring timely, accurate responses.

The role requires 5–7 years in asset management, SIE, Series 7/66 (or 63/65) licenses, and strong organizational skills to handle high-profile projects. Hybrid work is offered.