Senior Regional Sales Director (DC/MD/VA/PA)
Core
Lead sales and client service initiatives for William Blair's Investment Management strategies across the intermediary channel in DC, Maryland, Virginia, and Philadelphia.
Role type
Senior Regional Sales Director (Intermediary Distribution)
Builds
Investment management products and strategies for financial intermediaries
Domain
Financial Services / Investment Management
Required skills
Investment product sales, networking, negotiation, client relationship management, mentoring, technical expertise in investments, sales presentation, territory growth
Preferred skills
MBA, CFA, CFP, CAIA, CIMA
Technologies
None stated
Responsibilities
Advise management on competitive landscape and client trends, maintain relationships with key financial intermediaries, generate sales via direct calling, develop expertise as a technical resource, cultivate internal relationships for leads, guide and mentor Regional Associates and Directors, create client presentations, document client meetings and calling activity
Seniority
Senior, hands-on IC