William Blair & Company, L.L.C. is a Chicago-based investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping clients achieve their financial objectives. As an independent, employee-owned firm, our philosophy is to serve our clients' interests first and foremost. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our people. William Blair & Company has offices in Chicago, Boston, London, New York, San Francisco, Shanghai, Tokyo and Zurich. For more information, please visit www.williamblair.com.

Responsibilities

• Identifies prospective clients, prepares presentations, follows up on client contacts, and closes the sale of investment services to high net worth individual investors.
• In conjunction with Portfolio Managers and client service personnel, maintains existing client relationships.
• Assists in the development and launch of new products and marketing efforts.
• Maintains in-depth and up-to-date knowledge of all applicable investment products.
• Maintains an up-to-date record of meeting notes and calling activity.
• Participates in other projects as requested by the Head of New Business Development.

Qualifications

• At least 5 years of experience in high net worth sales
• Bachelor's degree required; MBA, CPA, or CFA preferred
• Series 7 and 66 (or 63 and 65) licenses required or must be obtained within 120 days of start date
• Superior sales and presentation skills
• Comprehensive knowledge 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
• Demonstrated ability to work cooperatively with others to accomplish objectives

As a William Blair & Company associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.

William Blair & Company, LLC 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, sex, age, national origin, unfavorable discharge from 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