Regional Associate

Areas of Interest:

Investment Management


Chicago, Illinois

Date Posted:


Job ID:


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Company Description:

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is headquartered in Chicago and, together with its strategic partners, operates in more than 20 offices worldwide

About the Team:

William Blair’s advisor solutions group is responsible for all of the sales-and-marketing functions related to the distribution of William Blair’s investment products to advisors and third-party platforms in the intermediary channel.

Job Summary & Responsibilities:

As an integral member of our highly collaborative and strategic, goal-oriented sales team, you will be the central point of contact for clients and colleagues and will play a critical role in the success of the team. We’re looking for someone who can be the future of an ever evolving financial firm.
  • Work in conjunction with Regional Director/Senior Regional Director to establish new and manage existing client relationships through proactive calling and email efforts.
  • Apply a consultative sales approach to prospecting and deepening relationships with RIA’s, family offices, banks, wire house and B/D financial advisors.
  • Strategically collaborate with SRD/RD to contribute innovative and entrepreneurial ideas for territory management. 
  • Consistently utilize Salesforce CRM to record and manage prospecting efforts and client communications.
  • Represent William Blair at industry conferences and travel quarterly with external partner to meet and present to clients and prospects.
  • Participate in other projects as requested by management.


  • Ideal candidate will be highly motivated to take advantage of career development opportunities, seek out industry designations, post graduate degrees, and professional training via industry experts.
  • Minimum of two years’ experience in a customer service or sales capacity.
  • Series 7 and 66 (or 63 and 65) licenses required or must be obtained within 120 days of start date.
  • Bachelor’s degree required.
  • Solid understanding of investment products as well as key sales and service requirements of institutional clients and investment advisors.
  • Excellent telephone sales and service skills.
  • Dedication to detail and follow-up.
  • Positive, can-do attitude and high level of personal initiative.
  • Ability to work cooperatively with others to accomplish objectives.

As a William Blair 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 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, gender, age, national origin, sexual orientation, unfavorable discharge from the 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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