Senior Regional Sales Director – DC/MD/VA/PA

This is a fully remote position, open to applicants in District of Columbia, +3 more states.

📋 Description

• Oversee sales and client service efforts for William Blair’s Investment Management strategies.

• Inform management about the competitive landscape and trends within the client base.

• Collaborate with the Head of Intermediary Distribution to establish sales goals and objectives.

• Maintain a robust network and visibility outside of William Blair.

• Cultivate relationships with essential financial intermediaries.

• Drive sales through a direct calling initiative.

• Acquire and sustain a thorough expertise of all investment offerings.

• Act as a technical resource for colleagues.

• Mentor and guide Regional Associates and Regional Directors.

• Create, manage, and present client presentations.

• Develop and keep detailed records of client meetings and calling activities.

• Perform additional responsibilities as required.

⛳️ Requirements

• A Bachelor’s Degree in Business Administration or Finance is mandatory.

• A minimum of 8 years of experience in investment product sales is required.

• SIE Exam, Series 7, and Series 66 (or Series 63 and Series 65) licenses are required or must be obtained within 90 days of employment commencement.

• An MBA, CFA, CFP, CAIA, or CIMA is preferred.

• Exceptional sales and presentation skills are essential.

• In-depth knowledge of investment products and their effective positioning for various audiences is necessary.

• A high level of energy, motivation, and the ability to prioritize independently are required.

• Proven track record of sustained superior sales performance.

• Capability to build and maintain collaborative relationships with others to meet objectives.

• Ability to provide coaching and support to less experienced team members.

• Outstanding verbal and written communication skills are essential.

🏝️ Benefits

• Medical, dental, and vision insurance coverage.

• Employer-paid short and long-term disability and life insurance.

• 401(k) plan.

• Profit sharing opportunities.

• Paid time off.

• Maven family and fertility benefits.

• Parental leave (including for adoption, surrogacy, and foster placement).

• Additional voluntary benefits available.