Strategic Accounts Lead: Client Relationships & Growth

William Blair; Chicago (IL); On-site; USD 85,000 - 123,500; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) and profit sharing

Parental leave and family benefits

Job summary

William Blair in Chicago seeks a senior role to lead client relationship management and business development for the Intermediary team. You will tailor reports, drive RFPs, and ensure CRM data integrity while mentoring junior staff and collaborating with cross-functional partners.

The role requires 5–7 years in asset management, a finance-related degree, and securities licenses or a plan to obtain them within 90 days. Eligible for competitive base salary and benefits.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Business required.
• 5–7 years of experience in asset management or related field.
• SIE, Series 7 and Series 66 licenses required or obtained within 90 days.
• Deep understanding of the investment business and intermediary distribution.
• Strong organizational skills and ability to manage high-profile projects under tight deadlines.

Responsibilities

• Lead client and prospect engagement with tailored reports.
• Own RFP responses and prepare presentation materials.
• Maintain Salesforce client data and CRM best practices.
• Manage day-to-day client inquiries with timely, accurate responses.
• Collaborate with investment professionals, marketing, and other teams.
• Contribute to sales and marketing strategy and educate about offerings.
• Serve as a resource for junior team members on complex transactions.

Skills

Client relationships

Salesforce CRM

Report customization

Mentoring juniors

Communication skills

Education

Bachelor’s degree in Finance, Accounting, or Business

SIE, Series 7 and Series 66 licenses (or within 90 days)

Tools

Salesforce

Job description

William Blair in Chicago seeks a senior role to lead client relationship management and business development for the Intermediary team. You will tailor reports, drive RFPs, and ensure CRM data integrity while mentoring junior staff and collaborating with cross-functional partners.

The role requires 5–7 years in asset management, a finance-related degree, and securities licenses or a plan to obtain them within 90 days. Eligible for competitive base salary and benefits.