Junior Sales Associate

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.

Join our dynamic team as a Junior Sales Associate and Floater, where you'll lead marketing trips, manage office logistics, support sales teams, and build strong client relationships. This role offers a unique opportunity to develop a deep understanding of equity products, convey investment insights, and contribute to business growth through cross-selling opportunities.

Responsibilities may include but are not limited to:

• Lead company and analyst marketing trips in the New York Region, including polling salespeople, analyzing feedback, and coordinating with the Corporate Access Manager.
• Organize marketing materials, including printing models and ensuring sign-up sheets at meetings.
• Oversee office logistics, including managing supplies, coordinating setups, and handling FedEx deliveries to ensure smooth operations.
• Provide backup support for Salespersons and Sales Associates by answering phones and promptly addressing client inquiries.
• Assist with trader travel itineraries and expense reports.
• Develop a robust understanding of equity products and pricing strategies by attending research meetings and staying informed on industry trends.
• Build relationships with client counterparts through proactive communication and timely responses.
• Convey insights on equity research and investment opportunities to clients, demonstrating expertise and value.
• Identify cross-selling opportunities and inform traders of potential leads to maximize business growth.
• Ensure compliance with firm policies and standards in all tasks and responsibilities.
• Undertake additional responsibilities as needed, demonstrating flexibility and commitment.

QUALIFICATIONS:

• Bachelor’s Degree in Finance, Accounting or Business required
• Strong academic record for a top university required
• 1-2 years of financial experience preferred; relevant internship experience strongly preferred
• SIE Exam, Series 7 and 63 required (must be obtained within first 150 days) for US
• Strong marketing, business development and selling skills
• Strong organizational and prioritization skills
• Strong verbal and written communication skills
• Strong problem solving and analytical skills
• Knowledge of the equity markets
• Ability to work effectively in a team environment
• Strong computer skills (Excel, Word, PowerPoint)

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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 shari