Senior Regional Sales Director - Remote

Overview

Join William Blair as a Senior Regional Sales Director, leading sales and client service initiatives for Investment Management strategies across Texas.

In Short

• Lead sales initiatives for Investment Management strategies.
• Develop and maintain key client relationships.
• Mentor internal staff in developing relationships with financial intermediaries.
• Advise on competitive landscape and collaborate on sales goals.
• Generate sales through direct calling and networking.
• Create and deliver client presentations on investment products.
• Document client meetings and assess success rates.
• Additional responsibilities as required.

Requirements

• Bachelor's Degree in Business Administration or Finance required.
• 8+ years of investment product sales experience.
• Licenses: SIE Exam, Series 7, and Series 66 (or Series 63 and Series 65).
• MBA, CFA, CFP, CAIA, CIMA preferred.
• Strong sales and presentation skills.
• Deep understanding of investment products.
• High energy and motivation.
• Proven sales production record.
• Ability to build working relationships.
• Excellent verbal and written communication skills.

Benefits

• Medical, dental, and vision coverage.
• Employer paid short & long-term disability and life insurance.
• 401(k) and profit sharing.
• Paid time off.
• Parental leave including adoption and surrogacy.
• Maven family and fertility benefit.