• Lead sales and client service initiatives for William Blair’s Investment Management strategies across the intermediary channel in Florida and Alabama. • Apply investment product and financial market knowledge to create and maintain key client relationships. • Grow the territory across the channel and mentor internal staff in developing key relationships with qualified advisors and financial intermediaries. • Advise management of competitive landscape and client base trends. • Collaborate with the Head of Intermediary Distribution to set sales goals and objectives. • Maintain extensive visibility and contacts outside of William Blair • Generate sales through the direct calling program and utilize strong networking and negotiation skills. • Develop and maintain deep expertise of all investments; serve as a technical resource. • Create, maintain and deliver client presentations highlighting investment management products. • Develop and maintain documentation of client meetings and calling activities.