Business Development & Consultant Relations

Location
Chicago, Illinois
Salary
Competitive - Based on experience
Posted
Jan 19, 2022
Closes
Feb 18, 2022
Industry Sector
Asset Management
Employment Type
Full Time

William Blair is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, U.S. fixed income, emerging markets debt, and multi-asset. William Blair is based in Chicago with global resources providing expertise and solutions to meet our clients’ evolving needs.

JOB SUMMARY & RESPONSIBILITIES:

The qualified candidate will provide support to the Institutional Business Development team throughout the sales cycle. Responsibilities include managing communication and information requests by tailoring responses to specific audiences to best highlight the firm’s offerings, assisting with the RFP process and with setting up and hosting on-site meetings, and providing input into marketing campaigns and contributing sales ideas to position the firm in a positive manner. This individual will also maintain electronic records of internal capabilities and client/prospect data.

  • Manage day-to-day communications and requests for information from plan sponsors and investment consultants. Write tailored initiation and follow-up correspondence, tailor marketing and communication materials to specific audiences to obtain and improve ratings for key strategies. Prepare custom presentation materials for finalist interviews, including competitive analysis and background information to best present the firm’s investment capabilities.
  • Maintain strong working relationships and coordinate with internal investment professionals and marketing support teams to meet the needs of consultants/plan sponsors regarding questionnaires, RFPs/RFIs or ad hoc data information requests. Assist in setting up and hosting on-site meetings with prospects and investment consultants as needed.
  • Proactively provide input into the development of marketing campaigns and contribute sales ideas to better position investment capabilities, position the firm in a positive manner and educate external audiences about offerings.
  • Maintain extensive knowledge and records of all firm products and services, including investment objectives, product differentiators, fee schedules, etc.
  • Identify and maintain client/prospect data in relationship management database, including the Salesforce contact database. 
  • Additional responsibilities as requested.

QUALIFICATIONS:

  • Bachelor’s degree required.
  • Progress toward MBA and/or CFA highly desirable.
  • 2-5 years of experience in asset management or comparable industry (investment consulting, plan sponsor, etc.) required.
  • Series 7 and 66 (or 63 and 65) licenses required or must be obtained within 90 days of start date.
  • Understanding of the investment business and the firm’s products and services.
  • Highly organized with strong attention to detail.
  • Excellent written and verbal communication skills.
  • Knowledge of Salesforce a plus.
  • Ability to maintain a positive work atmosphere by communicating effectively with clients / prospects / consultants, management and peers.
  • Ability to multi-task and prioritize numerous projects and tight deadlines.

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