About this role
Senior Associate, Strategic Accounts (Intermediary Distribution) at William Blair. Location: Chicago, Illinois, United States. Role: leading engagement, driving rfp, managing crm Requirements: Bachelor's degree required; 5–7 years in asset management or comparable industry; SIE, Series 7 and Series 66 (or 63 & 65) required/obtainable within 90 days; strong investment product knowledge, client relationship, RFP and CRM (Salesforce) skills. Category: Business Development Seniority: Senior Level Tools: Salesforce Certifications: sie, series 7, series 66, series 63, series 65, cfa Commitment: Full Time Workplace: Onsite Languages: English