Senior Client Relationship Manager

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Boutique.

William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

We are committed to our people and culture, values, clients, and local communities.

What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

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Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.

William Blair Investment Management is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, and emerging markets debt. William Blair is based in Chicago with global resources providing expertise and solutions to meet our clients’ evolving needs.

We are seeking a highly motivated Senior Client Relationship Manager to join our established Client Services team. This individual will build strong and extensive relationships with our Canadian institutional accounts to ensure account retention and promote the cross-sale of additional investment products and services. The Senior Client Relationship Manager will interact with clients regularly to stay on top of needs and concerns and to educate clients on current market trends, research and pertinent data.

Responsibilities Include But May Not Be Limited To

• Develop and strengthen relationships with key existing institutional clients by executing proactive, ongoing interactions to foster account retention
• Leverage knowledge of client investment strategy, account performance and market developments, combined with extensive William Blair product knowledge to promote the sale of additional strategies
• Implement complex transactions and client requests in an accurate and timely manner
• Provide direction and coordinate all sales and support efforts of Client Service Associates and others working on key client relationships to ensure a unified, high quality message and approach to all client interactions
• Mentor Client Relationship Managers in how to develop and reinforce relationships with clients and provide Investment Client Review support of smaller client relationships
• Convey deep investment experience, knowledge of William Blair’s investment products and services, as well as a high degree of professionalism and poise in client review meetings
• Provide all necessary support to retain key institutional clients and achieve cross-sell goals for existing client base. Work with Sales to generate leads and assist in the sales process
• Additional responsibilities as requested
  
  

Qualifications

• Bachelor’s Degree required
• MBA or other advanced financial degree preferred
• CFA required
• 7-10 years of institutional experience in consulting, client relationship management or institutional portfolio management required
• Previous experience working in the Canadian institutional marketplace preferred.
• SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
• Extensive experience in managing complex investment expectations
• Broad knowledge of capital markets and economics
• Ability to provide direction in order to build a strong team environment
• Extensive experience in making presentations to institutional investors
• In-depth knowledge of investment strategies
• Ability to deliver clear, effective communication and take responsibility for understanding others
• Ability to build and maintain working relationships with others to achieve objectives
• Dedication to detail and follow-up
• Bilingual English/French preferred
  
  

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

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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.

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