Senior Regional Sales Director (DC/MD/VA/PA)

William Blair; United States; On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Employer paid short and long-term disb

Life insurance

401(k) with company matching andprofit

Paid time off

Maven family & fertility benefits

Parental leave

Other voluntary benefits

Job summary

William Blair is seeking a driven sales professional to lead the Intermediary Distribution team for Investment Management strategies across the DC, Maryland, Virginia, and Philadelphia regions. You will nurture client relationships, mentor staff, and drive sales through direct calling and networking.

The role requires 8+ years in investment product sales, strong presentation skills, and relevant licenses or commitment to obtain them within 90 days.

Qualifications

• Bachelor's degree required in Business Administration or Finance.
• 8+ years of investment product sales experience.
• Licensing required (SIE, Series 7, Series 66) or to be obtained within 90 days.

Responsibilities

• Advise management on landscape trends; set sales goals with Head of Intermediary Distribution.
• Maintain relationships with financial intermediaries and articulate William Blair Investment Management products and benefits.
• Generate sales through direct calling and networking to close sales of investment products.
• Develop deep investment knowledge and act as a technical resource for the team.

Skills

Sales expertise

Presentation skills

Relationship building

Licensing: SIE

Licensing: Series7/66

Education

Bachelor's Degree in Business Administration or Finance

MBA/CFA/CFP/CAIA/CIMA preferred

Tools

SIE/Series7/Series66 licenses

Job description

We are seeking a passionate, driven sales professional for our Intermediary Distribution team. The role involves leading sales and client service initiatives for William Blair’s Investment Management strategies across the intermediary channel in DC, Maryland, Virginia, and Philadelphia. Responsibilities include maintaining client relationships, growing recognized territories, mentoring staff, and generating sales through direct calling and networking.

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 associated benefits.
• Generate sales through the direct calling program, utilizing strong networking and negotiation skills to close the sale of investment products.
• 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.

Qualifications

• Bachelor’s 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.
• MBA, CFA, CFP, CAIA, CIMA preferred.
• 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.

Compensation & Benefits

Base salary range: $100,000—$125,000 USD. Base salary does not include other forms of compensation or benefits. Additional compensation may include a discretionary annual bonus based on company, business unit and individual performance and/or commission-based incentives.

Benefits include:

• Medical, dental and vision coverage.
• Employer paid short and long‑term disability and life insurance.
• 401(k) with company matching and profit sharing.
• Paid time off and Maven family & fertility benefits.
• Parental leave (including adoption, surrogacy and foster placement).
• Other voluntary benefits.

About William Blair

William Blair is an independent partnership committed to empowering colleagues and delivering tailored, thoughtful solutions to clients across North America, Europe and Asia.

William Blair is an equal‑opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee’s ability to perform the duties of the job applied for. EOE m/f/d/v.