What are the responsibilities and job description for the Director of Convertible Sales position at William Blair?
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
Identify and execute complex and large scope fixed income sales and generate revenue aligned with William Blair’s sales strategy. Target key investors and actively surface cross sale leads, striving to increase account penetration. Maintain longstanding internal partnership with other sales professionals and actively develop leads sourced by others. Manage strong relationships with key institutional investors; synthesize client issues by leveraging seasoned expertise into meaningful advice. Leverage pertinent sales opportunities to associate staff. Serve as a sounding board to less experienced staff.
Responsibilities May Include But Are Not Limited To
Our featured benefit offerings include medical, dental and vision coverage, employer paid long-term disability and life insurance, 401(k), profit sharing, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
About Our Firm
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's Privacy Policies For Job Applicants
Join William Blair, the Premier Global Partnership.
Identify and execute complex and large scope fixed income sales and generate revenue aligned with William Blair’s sales strategy. Target key investors and actively surface cross sale leads, striving to increase account penetration. Maintain longstanding internal partnership with other sales professionals and actively develop leads sourced by others. Manage strong relationships with key institutional investors; synthesize client issues by leveraging seasoned expertise into meaningful advice. Leverage pertinent sales opportunities to associate staff. Serve as a sounding board to less experienced staff.
Responsibilities May Include But Are Not Limited To
- Identify and execute complex and/or large scope equity linked sales aligned with firm and function sales strategy. Target key investors and promote William Blair’s value proposition and competitive advantage. Actively surface cross-sale leads for fellow sales professionals, seeking to increase account penetration. Leverage pertinent sales opportunities to associate staff.
- Establish and manage strong relationships with key equity linked investors through regular meetings and touchpoints. Synthesize client issues by leveraging seasoned technical expertise into innovative and actionable advice. Promote William Blair’s capabilities and introduce relevant subject matter/sector experts as appropriate.
- Continually expand depth and breadth of expertise of William Blair’s fixed income products and pricing strategies, as well as current research findings and investment opportunities.
- Proactively convey research expertise, products and investment opportunities to equity linked clients. Suggest approach/options to accomplish client objectives. Solicit orders that maximize value to both parties.
- Maintain longstanding internal partnerships with sales professionals and actively develop leads sourced by others.
- Guide sales meeting preparation by suggesting innovative approaches to materials/presentation content. Review presentations drafted by others. Lead high impact sales meetings.
- Guide and mentor less experienced staff. Answer questions; help resolve issues; serve as a sounding board for solving client issues and approaching the close of sales.
- Ensure all work transactions and products are aligned with firm and function policies, procedures and standards.
- Additional responsibilities as requested.
- Bachelor’s Degree in Finance, Accounting or Business required
- MBA from top business school preferred
- Minimum 5 years of institutional bond sales experience from a top brokerage firm required
- SIE Exam, Series 7 and Series 63 must be acquired within 90 days of employment
- Excellent marketing, business development and selling skills
- Excellent organizational and prioritization skills
- Excellent verbal and written communication skills
- Excellent problem solving and analytical skills
- In depth knowledge of the bond markets
- Ability to work effectively in a team environment
- Proficient computer skills (Excel, Word, PowerPoint)
Our featured benefit offerings include medical, dental and vision coverage, employer paid long-term disability and life insurance, 401(k), profit sharing, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
About Our Firm
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's Privacy Policies For Job Applicants
- California Consumer Privacy Act Privacy Notice (CCPA)
- General Data Protection Regulation Privacy Notice (GDPR)