Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
As a member of the private shares trading team, the Vice President will be responsible for continuously building client relationships and providing exceptional access and company-specific transactional knowledge for buyers and sellers of private company equity. We are seeking a self-motivated individual with exceptional adaptability, a steadfast commitment to client satisfaction, a penchant for thriving in fast-paced, dynamic settings, and a strong team-oriented mindset.
Responsibilities include but may not be limited to:
- Develop and manage client relationships while assisting in the execution of private securities transactions from initial matching through confirmation and closure
- Develop and strengthen relationships with hedge funds, asset managers, wealth management platforms, angel investors, HNW individuals, and other buy-side clients
- Foster ongoing rapport with sellers, spanning individuals, venture capital/private equity firms, and their limited partners, through regular client engagement and meetings
- Broaden William Blair’s presence within key networks, focusing on sectors with the most active private securities, notably but not limited to Technology, Financials, and Consumer, alongside engaging high-net-worth individuals, angel groups, and family offices
- Streamline and scale both inbound and outbound client engagement inquiries in collaboration with the team
- Leverage market knowledge and transaction experience to support clients and facilitate successful transaction execution
Qualifications:
- Bachelor's Degree
- FINRA SIE, Series 7, & 63 licenses required, or obtained within first 30 days
- 3+ years of experience in a sales role in financial services with a focus in institutional sales and private shares trading
- Dedication to client service excellence, prioritizing client engagement and attention to detail
- Proven track record of upholding strict client confidentiality and discretion as a top priority, ensuring sensitive information remains secure and maintaining trust and integrity in all client interactions
- Must be comfortable working both independently and in a team environment
- Demonstrated ability to thrive in a dynamic and fast-paced environment, adept at quickly adjusting priorities and seamlessly transitioning between various tasks and responsibilities to meet evolving team needs
- Demonstrated ability to build and maintain client relationships and contribute to transaction execution in a fast-paced environment
- Strong communication, relationship management, and organizational skills
This is a 100% commission W-2 role with uncapped earnings and quarterly true ups after annual draw of $125,000 is fully covered.
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