William Blair · 21 hours ago
Regional Associate (Entry-Level)
Chicago, Illinois, United States
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $85K/yrWilliam 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 proactively contacting prospects, developing relationships with financial advisors, and contributing to the sales team's success through various outreach efforts.
BankingFinanceWealth Management
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
Qualification
Required
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)
Other voluntary benefits
Company
William Blair
William Blair is a global investment banking and asset management firm.
Founded in 1935
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