What are the responsibilities and job description for the Associate I, Business Development - Pre-Liquidity Planning position at William Blair?
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
William Blair has delivered trusted advice for 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.
Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent organization. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron’s and Forbes for best wealth advisors and wealth advisor teams.
William Blair Private Wealth Management is seeking an Associate I, Business Development – Pre-Liquidity Planning. This individual will gain fundamental knowledge in how to pipeline for our internal business units, outsider founder transactions, and business owner clients which Private Wealth Management currently assists. They will also learn how the Pre-Liquidity Planning team carries out marketing campaigns and assist with basic aspects of marketing initiatives.
Essential Responsibilities
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range
$71,800—$94,400 USD
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.
William Blair has delivered trusted advice for 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.
Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent organization. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron’s and Forbes for best wealth advisors and wealth advisor teams.
William Blair Private Wealth Management is seeking an Associate I, Business Development – Pre-Liquidity Planning. This individual will gain fundamental knowledge in how to pipeline for our internal business units, outsider founder transactions, and business owner clients which Private Wealth Management currently assists. They will also learn how the Pre-Liquidity Planning team carries out marketing campaigns and assist with basic aspects of marketing initiatives.
Essential Responsibilities
- Understand how the Pre-Liquidity Planning team creates a pipeline of potential clients. Understand the process for reaching out to prospects, setting up client meetings, and creating meeting materials.
- Gain an understanding of how to create business development plans that focus on acquiring clients and additional assets under management. Learn how the team expands business with existing clients.
- Learn the types of marketing presentations and materials the team utilizes to perform potential client reach-outs, in meetings with prospective clients, and when looking to expand business with current clients.
- Assist with creating marketing materials as needed for prospective and current client meetings. This can include, but is not limited to, email campaigns and curated client events.
- Assist with executing small, focused client events to help cultivate new UHNW clients for Private Wealth Management.
- Partner with William Blair’s internal marketing team and utilize Salesforce for email campaign initiatives.
- Utilize Salesforce to enter and track new Investment Banking opportunities, ensure Compliance attestations are completed, add AUM or Investment Banking fee opportunities, update statuses, add notes from client interactions, and add advisor feedback.
- Learn how to use Pitchbook to design screens to identify founder-owned transactions.
- Maintain documentation of the team’s processes and procedures.
- Build relationships across Private Wealth Management and the Investment Banking business unit to cultivate a positive working relationship.
- Ensure all activities are in compliance with all applicable rules, regulations, policies, and procedures.
- Perform administrative duties that support daily team operations, including document maintenance and organization.
- Additional responsibilities as requested.
- Bachelor's Degree required
- A minimum of 1 year of experience required
- SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 120 days of employment
- Maintain licenses by meeting required CPE hours
- Willingness to learn financial planning skills
- Attention to detail and quality
- Ability to effectively manage multiple tasks
- Client service oriented
- Written and verbal communication skills
- Ability to work well in a team environment
- Experience with Microsoft Office Suite
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range
$71,800—$94,400 USD
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)
Salary : $71,800 - $94,400
