Regional Associate (Entry Level)

William Blair is a Premier Global Partnership seeking a dynamic/detail-oriented individual to join their Investment Management team as a Regional Associate. The role involves being the central point of contact for clients and colleagues, developing business relationships with financial advisors, and proactively contacting prospects to expand the brand. Responsibilities Work in conjunction with Regional Director to establish new 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 Participate in targeted outreach campaigns and contribute to National Accounts initiatives Strategically collaborate with team to contribute innovative and entrepreneurial ideas for territory management Maintain thorough knowledge of assigned territory goals/pipeline, key clients and prospects Consistently utilize Salesforce CRM for prospecting preparation and logging client communications Periodically represent William Blair at industry conferences Participate in projects as requested by management Skills Bachelor's degree required Prior work experience in a sales capacity required, preferably in the financial services industry Demonstrated interest in learning investment products Superior communication skills, written and verbal Dedication to detail and follow-up Positive, can-do attitude and high level of personal initiative Ability to work individually and cooperatively with others to accomplish objectives Adaptable and open to feedback Ability to be resourceful in seeking solutions Series 7 and 66 (or 63 and 65) licenses must be obtained within 90 days of start date Benefits 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 Company Overview William Blair is a global investment banking and asset management firm. It was founded in 1935, and is headquartered in Chicago, Illinois, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship William Blair has a track record of offering H1B sponsorships, with 2 in 2026, 10 in 2025, 17 in 2024, 20 in 2023, 20 in 2022, 29 in 2021, 20 in 2020. Please note that this does not guarantee sponsorship for this specific role.