William Blair · 2 days ago
Director National Accounts
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$200K/yr - $225K/yr
10+ years expWilliam Blair is a Premier Global Partnership seeking a passionate and driven National Accounts Director as part of their Intermediary Distribution team. This role focuses on developing strategic sales plans, promoting new business development, and ensuring client satisfaction while managing key national accounts.
BankingFinanceWealth Management
Responsibilities
Manage the relationships with new and existing key national accounts, focusing on asset retention, increasing flows and product offerings
Ensure client satisfaction of intermediate partners of William Blair’s products such as mutual funds, separately managed portfolios and sub advisory products
Initiate, maintain and expand all aspects of strategic alliances, senior management relationships, contracts, selling agreements, investment capability and investment performance discussions. Serve as primary contact for all key distribution relationships. Maintain up to date CRM and platform changes
Work with research teams and business gatekeepers to identify and pursue opportunities to broaden product distribution through new platforms or additional products on existing platforms
Internally coordinate all activities in key distribution partner platforms, such as ongoing research, marketing opportunities and support services
Maintain broad and deep expertise of all the firm’s products and services through ongoing discussions with Portfolio Managers and Product Specialists
Quarterly travel with Senior Regional Directors
Qualification
Required
Bachelor's Degree required
10+ years of investment product sales experience required
SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
Strong, seasoned sales and presentation skills
Comprehensive understanding of investment products and how to position them for maximum effectiveness with different audiences
High degree of energy, motivation and ownership in setting own priorities
Sustained superior sales production record
Ability to build and maintain working relationships with others to achieve objectives
Strong leadership and coaching skills
Excellent verbal and written communication skills
Preferred
MBA and/or CFA preferred
Benefits
Medical, dental and vision coverage
Employer paid short & long-term disability
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