William Blair · 1 day ago
Investment Banking Director - Fund Placement
New York, NY
Full-time
Onsite
Mid, Senior Level
$300K/yr - $300K/yr
7+ years expWilliam Blair is a Premier Global Partnership that provides advisory services in investment banking. The Fund Placement team is looking for a Director to lead transaction execution and deliver fundraising services, working closely with project management and distribution teams while mentoring less experienced staff.
BankingFinanceWealth Management
Responsibilities
Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day-to-day client contact for questions, comments, and deal-related matters
Provide advice to clients on fundraising strategy, structuring, timing, investors and legal terms. Utilize creative approaches to analyses that illustrate key fundraising concepts/messages
Lead fundraising processes from start to finish with limited guidance from senior leadership
Demonstrate thorough knowledge of the various private market strategies. Assimilate information to perform insightful analyses
Anticipate potential deal issues and pass concerns through to team members in real time
Actively participate in development of all materials related to the fundraising process. Respond to prospective investor due diligence questions
Demonstrate an understanding of broader fundraising markets and potential implications to each client process
Lead the development of marketing materials that highlight the competitive advantages of William Blair Private Capital Advisory
Actively participate in client meetings and internal discussions as well as recruiting and training activities
Identify improvements to processes and propose solutions to help the team complete tasks more efficiently
Take ownership of client relationships. Anticipate needs and challenges and provide seamless solutions
Act as 'on the job' trainer for other team members, providing constructive feedback. Focus on improving the quality of vice president, associate, analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures
Additional responsibilities as requested
Qualification
Required
Bachelor's Degree required
Prior fundraising, investor relations or private placement experience required; 7+ years strongly preferred
SIE Exam, Series 63, and Series 7 must be acquired within 150 days of employment
Excellent mathematical, writing, verbal and computer skills
Detail oriented with deep analytical abilities
Critical thinking with problem-solving skills
Ability to adapt to new tasks with little notice
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Strong desire to win
Sound judgement
Commitment to satisfying internal and external customers
Travel required: approximately 20%
Preferred
Prior investment banking experience preferred
Deep, sophisticated understanding of private markets and the fundraising process preferred
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)
Other voluntary benefits
Company
William Blair
William Blair is a global investment banking and asset management firm.
1001-5000 employees
H1B Sponsorship
William Blair has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (17)
2023 (20)
2022 (20)
2021 (29)
2020 (20)
Funding
Current Stage
Late StageLeadership Team
Brent Gledhill
President & CEO
Brian Friedman
Managing Director
Recent News
2026-01-16
2026-01-03
Company data provided by crunchbase