National Accounts Manager

About the role

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.

Join William Blair, the Premier Global Partnership.

We're seeking a passionate and driven National Accounts Manager as we enter a significant growth phase for our Intermediary Distribution team. This role will focus on developing strategic sales plans, promoting new business development, asset retention, increasing flows, expansion of product offerings, cross-selling and ensuring client satisfaction. Responsibilities include but may not be limited to:

• Manage the relationships with new and existing key national accounts, focusing on asset retention, increasing flows and product offerings for retirement plan business and insurance (sub-advisory)
• Ensure client satisfaction of intermediate partners of William Blair's products such as mutual funds, separately managed portfolios and sub advisory products
• Initiate, maintain and expand all aspects of strategic alliances, senior management relationships, contracts, selling agreements, investment capability and investment performance discussions. Serve as primary contact for all key distribution relationships. Maintain up to date CRM and platform changes
• Work with research teams and business gatekeepers to identify and pursue opportunities to broaden product distribution through new platforms or additional products on existing platforms
• Internally coordinate all activities in key distribution partner platforms, such as ongoing research, marketing opportunities and support services
• Maintain broad and deep expertise of all the firm's products and services through ongoing discussions with Portfolio Managers and Product Specialists
• Quarterly travel with Senior Regional Directors

Qualifications

• Bachelor's Degree required
• MBA and/or CFA preferred
• 8+ years of investment product sales experience required; specific experience with retirement plan business and insurance firms preferred
• SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
• Strong, seasoned sales and presentation skills
• Comprehensive understanding of investment products and how to position them for maximum effectiveness with different audiences
• High degree of energy, motivation and ownership in setting own priorities
• Sustained superior sales production record
• Ability to build and maintain working relationships with others to achieve objectives
• Strong leadership and coaching skills
• Excellent verbal and written communication skills

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Pay and benefits

A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.

Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.

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