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 

• Generate investment product sales through a pro-active calling program aimed at developing and cultivating relationships with financial intermediaries in the assigned territory.
• Maintain relationships with key regional and home office personnel that can help the sales effort by providing endorsements and/or specific leads.
• Maintain in-depth and up-to-date knowledge of all investment products, platforms and markets.
• Help monitor and manage daily sales activities of Internal Sales Associate.
• Participate in other projects as requested by management.  

Qualifications  

• More than 10 years of experience in investment product sales
• Series 7, 63, 65 and 66 licences required, or must be promptly obtained after start date
• MBA and/or CFA, CIMA, CFP preferred
• Excellent sales and presentation skills
• Complete understanding of investment products (Mutual Funds & SMA's) 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. 

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