Senior Associate, Strategic Accounts

Responsibilities

• Lead client and prospect engagement by addressing complex inquiries and producing tailored reports
• Drive the RFP and presentation process, including tailoring responses and preparing custom materials
• Manage CRM and client data integrity within Salesforce
• Oversee day-to-day communications and prioritize incoming requests from clients and prospects
• Partner cross-functionally with investment professionals, portfolio specialists, and marketing teams
• Contribute to sales and marketing strategy and campaign development
• Maintain deep product expertise regarding investment objectives, differentiators, and fee schedules
• Mentor and support junior staff on complicated transactions and workflow processes

Requirements

• Bachelor's degree in Finance, Accounting, or Business preferred
• 5–7 years of experience in asset management or comparable industry
• SIE, Series 7, and Series 66 (or Series 63 and 65) licenses required or must be obtained within 90 days
• Deep understanding of the investment business and intermediary distribution landscape
• Strong organizational skills and ability to manage high-profile projects under tight deadlines

Preferred Qualifications

• Progress toward MBA, CFA, or advanced degree

About the Company

William Blair is an independent global partnership that has delivered trusted advice for nine decades. The firm specializes in investment banking, investment management, and private wealth management, providing tailored solutions to clients across North America, Europe, and Asia.