National Accounts Manager
Description
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
#LI-HK1
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.
About Our Firm
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting .
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. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
- California Consumer Privacy Act Privacy Notice (CCPA)
- General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
Skills
As published by greenhouse · 19 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (10)
- Preferred first name
- LinkedIn Profile optional
- Website optional
- Address
- Current Company
- Current Title
- If yes, please outline notice period details or restrictions on your availability to start. optional
- If yes, please enter your position title and dates. optional
- If applicable, please enter employee or client name. optional
- What are your compensation expectations?
Pick from a list (8)
- Are you bound to any post-employment obligations or restrictive covenants (i.e. non-competition, non-solicitation of employees or customers, or confidentiality and non-disclosures covenants, etc.) with a former employer or other entity or person?
- Do you have a notice period with your current employer or other restrictions on your availability to start?
- Have you ever been employed by William Blair?
- Are you related to a William Blair employee or client?
- Are you legally authorized to work in the United States?
- Will you now or in the future require sponsorship for employment visa status (e.g., H-1B, E-3, TN visa status)?
- Additional languages optional
- Have you ever maintained any licenses or registrations (e.g. Series 7, Series 63)? This excludes CPA/CFA. Please answer even if your licenses have expired/lapsed. William Blair cannot guarantee to hold licenses that are not necessary for your position.
Written answers (1)
- Licenses/Certifications optional