Vice President - Private Shares Trading

William Blair; San Francisco (CA); Hybrid; USD 135,000 - 165,000; Full time

Benefits offered by this job

100% commission W-2 with uncappedearn

Quarterly true ups after annual draw

Job summary

William Blair invites applications for a Vice President in the private shares trading team. The role focuses on building client relationships and delivering market knowledge to buyers and sellers of private company equity.

Qualified candidates have a bachelor’s degree, 3+ years in financial services sales, and FINRA licenses or completion within 30 days. This is a 100% commission W-2 role with uncapped earnings and quarterly true-ups after a $125,000 annual draw.

Qualifications

• Bachelor’s Degree required.
• FINRA SIE, Series 7, & 63 licenses required, or obtained within first 30 days.
• 3+ years in a financial services sales role focusing on institutional sales and private shares trading.
• Strong client service orientation and attention to detail.
• Ability to work independently and in a team.
• Thrives in fast-paced, dynamic environments with strong relationship-building.

Responsibilities

• Develop and manage client relationships while assisting in the execution of private securities transactions from initial matching through confirmation and closure.
• Strengthen relationships with hedge funds, asset managers, wealth platforms, angel investors, HNW individuals, and other buy-side clients.
• Engage with sellers including individuals, VC/PE firms, and LPs through regular client meetings.
• Expand William Blair’s presence in key networks across Technology, Financials, and Consumer sectors with high-net-worth individuals and groups.
• Streamline inbound and outbound client inquiries in collaboration with the team.
• Leverage market knowledge to support clients and facilitate transaction execution.

Skills

Client relationship management

Sales expertise

Communication skills

Discretion/confidentiality

Team collaboration

Education

Bachelor’s Degree

Job description

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

As a member of the private shares trading team, the Vice President will be responsible for continuously building client relationships and providing exceptional access and company-specific transactional knowledge for buyers and sellers of private company equity. We are seeking a self-motivated individual with exceptional adaptability, a steadfast commitment to client satisfaction, a penchant for thriving in fast-paced, dynamic settings, and a strong team-oriented mindset.

Responsibilities include but may not be limited to:

• Develop and manage client relationships while assisting in the execution of private securities transactions from initial matching through confirmation and closure
• Develop and strengthen relationships with hedge funds, asset managers, wealth management platforms, angel investors, HNW individuals, and other buy-side clients
• Foster ongoing rapport with sellers, spanning individuals, venture capital/private equity firms, and their limited partners, through regular client engagement and meetings
• Broaden William Blair’s presence within key networks, focusing on sectors with the most active private securities, notably but not limited to Technology, Financials, and Consumer, alongside engaging high-net-worth individuals, angel groups, and family offices
• Streamline and scale both inbound and outbound client engagement inquiries in collaboration with the team
• Leverage market knowledge and transaction experience to support clients and facilitate successful transaction execution

Qualifications:

• Bachelor’s Degree
• FINRA SIE, Series 7, & 63 licenses required, or obtained within first 30 days
• 3+ years of experience in a sales role in financial services with a focus in institutional sales and private shares trading
• Dedication to client service excellence, prioritizing client engagement and attention to detail
• Proven track record of upholding strict client confidentiality and discretion as a top priority, ensuring sensitive information remains secure and maintaining trust and integrity in all client interactions
• Must be comfortable working both independently and in a team environment
• Demonstrated ability to thrive in a dynamic and fast-paced environment, adept at quickly adjusting priorities and seamlessly transitioning between various tasks and responsibilities to meet evolving team needs
• Demonstrated ability to build and maintain client relationships and contribute to transaction execution in a fast-paced environment
• Strong communication, relationship management, and organizational skills

This is a 100% commission W-2 role with uncapped earnings and quarterly true ups after annual draw of $125,000 is fully covered.

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About Our Firm

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Visit williamblair.com.

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