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.
We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
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.
Responsibilities May Include But Are Not Limited To

• Plan and coordinate Corporate Access events to facilitate the exchange of ideas and build relationships between company management and William Blair institutional sales and trading staff and clients. Plan all event details, including meeting objectives, attendees, required meeting materials and logistics. Collaborate with Research staff to compile and prepare necessary meeting materials.
• Develop relationships with investor relations teams of companies targeted by Research, Sales and Trading management. Coordinate event details with company management teams. Utilize CRM system to record all company contacts and interactions.
• Create marketing materials to promote Corporate Access events. Ensure that direct marketing, web site content and presentation materials align with firm branding standards.
• Provide on-site assistance at Corporate Access events where necessary, including resolution of any logistical or meeting issues.
• Maintain accurate and complete documentation of Corporate Access events. Maintain a database of pertinent Corporate Access information for analysis and reporting.
• Generate regular and ad hoc reports to summarize event activities and key performance metrics. Analyze CRM reports to assess costs and ROI of events. Provide Corporate Access performance metrics to management for use in setting targets and Analyst reviews.
• Perform event follow-up activities, including gathering and summarizing post-event feedback from attendees. Ensure client satisfaction of all stakeholders.
• Develop an understanding of industry trends and best practices in Corporate Access.
• Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

Qualifications

• Bachelor’s Degree required
• 5-10 years of experience in a corporate access role, marketing or investor relations role required
• Series 7 & 63 must be obtained within first 6 months of employment
• Project management and prioritization skills
• Ability to collaborate across multiple functions
• Attention to detail and quality
• Customer service oriented
• Strong written and verbal communication skills
• Problem resolution skills

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/vBe 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)

Contact us should you have any questions or concerns.