Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
Take a lead role in supporting the Intermediary team's client relationship management and business development efforts, with a focus on complex client needs and high-priority initiatives. Support client relationship goals by providing excellent customer service in all interactions with clients and prospects, including professionalism in communication, timely response to inquiries, and proactive follow-up and follow-through. Mentor junior staff and serve as a subject matter resource for complicated or atypical requests.
Responsibilities include but may not be limited to:
- Lead client and prospect engagement — Interact directly with clients and prospects to address complex inquiries; customize and produce reports tailored to specific audiences to best highlight the firm's investment capabilities and offerings.
- Drive the RFP and presentation process — Take ownership of tailoring RFP responses, preparing custom presentation materials, and developing competitive analysis and background information for high-profile client and prospect meetings.
- Manage CRM and client data integrity — Maintain comprehensive and accurate electronic records of client/prospect data in Salesforce; serve as a resource for CRM best practices and data standards within the team.
- Oversee day-to-day communications — Manage and prioritize incoming requests for information from clients and prospects, ensuring timely, accurate, and audience-appropriate responses with a sense of urgency.
- Partner cross-functionally — Maintain strong working relationships and coordinate with internal investment professionals, Portfolio Specialists, marketing support teams, and other internal groups to ensure seamless delivery against client and prospect needs.
- Contribute to sales and marketing strategy — Proactively provide input into the development of marketing campaigns and contribute sales ideas to better position investment capabilities, enhance the firm's brand, and educate external audiences about offerings.
- Maintain deep product expertise — Maintain extensive knowledge and records of all firm products and services, including investment objectives, product differentiators, fee schedules, and competitive positioning. Serve as a go-to resource for junior team members on product and platform knowledge.
- Mentor and support junior staff — Serve as a resource and mentor to junior associates on complicated transactions, escalated inquiries, and workflow processes.
- Additional responsibilities as requested.
Qualifications:
- Bachelor's degree required; Finance, Accounting, or Business preferred.
- Progress toward MBA, CFA, or advanced degree preferred.
- 5–7 years of experience in asset management or comparable industry (investment consulting, plan sponsor, intermediary distribution, etc.) required.
- SIE, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start date.
- Deep understanding of the investment business, intermediary distribution landscape, and the firm's products and services.
- Highly organized with strong attention to detail; able to prioritize and manage high-profile projects under tight deadlines.
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