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

William Blair; Baltimore (MD); Sur place; USD 100 000 - 125 000; Plein temps

Avantages offerts par ce poste

Medical, dental and vision coverage

401(k) with company matching and bonus

Résumé du poste

William Blair seeks a passionate sales professional to lead our Intermediary Distribution team across the DC, Maryland, Virginia region and Philadelphia. You will drive sales initiatives, maintain strong client relationships, mentor staff and grow recognized territories through direct calling and networking.

You will advise management, develop deep investment product knowledge, and deliver compelling presentations to financial intermediaries.

Qualifications

• Bachelor’s degree in Business Administration or Finance is required.
• 8+ years of investment product sales experience required.
• SIE Exam, Series 7 and Series 66 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 different audiences.
• High energy, motivation and ability to set own priorities.
• Sustained superior sales production record.
• Ability to build and maintain working relationships and coach less experienced team members.
• Excellent verbal and written communication skills.

Responsabilités

• Advise management on competitive landscape and set sales goals with leadership.
• Maintain visibility with key intermediaries and convey knowledge of William Blair Investment Management products and benefits.
• Generate sales through direct calling and networking to close investment product sales.
• Develop deep investment expertise and act as a technical resource to others.
• Cultivate relationships within William Blair to surface leads or endorsements with target clients.
• Guide and mentor Regional staff on identifying and expanding sales opportunities.
• Create and deliver client presentations highlighting products and advantages.
• Document client meetings and calling activity and analyze opportunities for improvement.
• Additional responsibilities as needed.

Connaissances

Sales experience

Presentation skills

Networking

Client relationships

Coaching

Formation

Bachelor’s Degree in Business Administration or Finance

MBA, CFA, CFP, CAIA, CIMA preferred

SIE Exam, Series 7 and Series 66 licenses or Series 63/65

Description du poste

William Blair seeks a passionate sales professional to lead our Intermediary Distribution team across the DC, Maryland, Virginia region and Philadelphia. You will drive sales initiatives, maintain strong client relationships, mentor staff and grow recognized territories through direct calling and networking.

You will advise management, develop deep investment product knowledge, and deliver compelling presentations to financial intermediaries.