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Business Development Associate

William Blair
Chicago, IL Full Time
POSTED ON 2/21/2025
AVAILABLE BEFORE 5/21/2025

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

Join William Blair, the Premier Global Boutique.

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.

We are seeking a highly motivated institutional Business Development Associate to provide support throughout the sales cycle. The individual will manage communication and information requests by tailoring responses to specific audiences to best highlight the firm's offerings; assist with the RFP process and with setting up and hosting on-site meetings; provide input into marketing campaigns and contribute sales ideas to position the firm in a positive manner; and maintain electronic records of internal capabilities and client / prospect data.

Specific responsibilities include but may not be limited to :

  • Manage day-to-day communications and requests for information from plan sponsors and investment consultants. Write tailored initiation and follow-up correspondence, tailor marketing and communication materials to specific audiences to obtain and improve ratings for key strategies. Prepare custom presentation materials for finalist interviews, including competitive analysis and background information to best present the firm's investment capabilities.
  • Maintain strong working relationships and coordinate with internal investment professionals and marketing support teams to meet the needs of consultants / plan sponsors regarding questionnaires, RFPs / RFIs or ad hoc data information requests. Assist in setting up and hosting on-site meetings with prospects and investment consultants as needed.
  • Proactively provide input into the development of marketing campaigns and contribute sales ideas to better position investment capabilities, position the firm in a positive manner and educate external audiences about offerings.
  • Maintain extensive knowledge and records of all firm products and services, including investment objectives, product differentiators, fee schedules, etc.
  • Identify and maintain client / prospect data in relationship management database.
  • Additional responsibilities as requested.

Qualifications :

  • Bachelor's Degree required
  • Progress toward MBA and / or CFA highly desirable
  • 2-5 years of experience in asset management or comparable industry (investment consulting, plan sponsor, etc.) required
  • SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
  • Understanding of the investment business and the firm's products and services.
  • Excellent written and verbal communication skills.
  • Ability to maintain a positive work atmosphere by communicating effectively with clients / prospects / consultants, management and peers.
  • Ability to multi-task and prioritize numerous projects and tight deadlines.
  • Highly professional, organized, accurate and detail oriented.
  • LI-HK1

    LI-HK1

    A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

    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

    100,000-$145,000 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)
  • Contact us should you have any questions or concerns.

    Salary : $100,000 - $145,000

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