• Lead sales and client service initiative for William Blair’s Investment Management strategies across the Intermediary Distribution channel throughout Texas. • Apply investment product and financial market knowledge to create and maintain key client relationships and grow the territory across the channel. • Mentor internal staff in the development of key relationships with qualified advisors and financial intermediaries to surface leads and identify prospects. • Advise management of competitive landscape and client base trends and collaborate with the Head of Intermediary Distribution to set sales goals and objectives. • Maintain extensive visibility and contacts outside of William Blair and foster relationships with key financial intermediaries to convey accurate, up-to-date knowledge of William Blair Investment Management products and their associated benefits. • Generate sales through the direct calling program, utilizing strong networking and negotiation skills to close the sale of investment. • Develop and maintain deep expertise of all investments and serve as a technical resource to others. • Cultivate and leverage relationships within William Blair that can help surface leads or provide endorsements with target clients. • Guide and mentor Regional Associates and Regional Directors on identifying and expanding sales opportunities. • Create, maintain and deliver client presentations which highlight investment management products and the advantages of William Blair. • Develop and maintain detailed documentation of client meetings and calling activity to ensure appropriate level of contact and follow-up, and assess success rates and opportunities for improvement. • Additional responsibilities as requested.