Take a lead role in supporting the Intermediary team's client relationship management and business development efforts, with a focus on complex client needs and high-priority initiatives. Support ...
Take a lead role in supporting the Intermediary team's client relationship management and business development efforts, with a focus on complex client needs and high-priority initiatives. Support ...
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Mergers and Acquisitions Advisor/Independent Contractor/Remote
Indianapolis, IN · Remote
$75K - $159K/yr
We are looking to hire a Business Intermediary/M&A Advisor working remotely. This is a 1099 Commission based position with a high earnings potential based on deal flow. 100K + yearly with possible ...
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Mergers and Acquisitions Advisor/Independent Contractor/Remote
Indianapolis, IN · Remote
$75K - $159K/yr
We are looking to hire a Business Intermediary/M&A Advisor working remotely. This is a 1099 Commission based position with a high earnings potential based on deal flow. 100K + yearly with possible ...
Apply Early
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Mergers and Acquisitions Advisor/Independent Contractor/Remote
Atlanta, GA · Remote
$75K - $159K/yr
We are looking to hire a Business Intermediary/M&A Advisor working remotely. This is a 1099 Commission based position with a high earnings potential based on deal flow. 100K + yearly with possible ...
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Apply Early
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Mergers and Acquisitions Advisor/Independent Contractor/Remote
Atlanta, GA · Remote
$75K - $159K/yr
We are looking to hire a Business Intermediary/M&A Advisor working remotely. This is a 1099 Commission based position with a high earnings potential based on deal flow. 100K + yearly with possible ...
Apply Early
Senior Associate, Strategic Accounts (Intermediary Distribution)
Chicago, IL · On-site
$85K - $123K/yr
Take a lead role in supporting the Intermediary team's client relationship management and business development efforts, with a focus on complex client needs and high-priority initiatives. Support ...
Senior Associate, Strategic Accounts (Intermediary Distribution)
Chicago, IL · On-site
$85K - $123K/yr
Take a lead role in supporting the Intermediary team's client relationship management and business development efforts, with a focus on complex client needs and high-priority initiatives. Support ...
Fiscal Intermediary
Reno, NV · On-site
$21.58 - $26.54/hr
Join the Reno-Sparks Indian Colony as a Full-Time Fiscal Intermediary and experience the thrill of ... Familiarity with business software such as Word, Excel, Access, and presentation tools like ...
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Fiscal Intermediary
Reno, NV · On-site
$21.58 - $26.54/hr
Join the Reno-Sparks Indian Colony as a Full-Time Fiscal Intermediary and experience the thrill of ... Familiarity with business software such as Word, Excel, Access, and presentation tools like ...
Apply Early
Fiscal Intermediary
Reno, NV · On-site
$21.58 - $26.54/hr
Join the Reno-Sparks Indian Colony as a Full-Time Fiscal Intermediary and experience the thrill of ... Familiarity with business software such as Word, Excel, Access, and presentation tools like ...
Fiscal Intermediary
Reno, NV · On-site
$21.58 - $26.54/hr
Join the Reno-Sparks Indian Colony as a Full-Time Fiscal Intermediary and experience the thrill of ... Familiarity with business software such as Word, Excel, Access, and presentation tools like ...
... B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized ...
... B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized ...
... B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized ...
... B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized ...
Fiscal Intermediary Associate
Albany, NY · On-site
$23/hr
The Fiscal Intermediary is responsible for ensuring accurate financial management, payroll ... Associate's or Bachelor's degree in Accounting, Finance, Business Administration, Human Services ...
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Fiscal Intermediary Associate
Albany, NY · On-site
$23/hr
The Fiscal Intermediary is responsible for ensuring accurate financial management, payroll ... Associate's or Bachelor's degree in Accounting, Finance, Business Administration, Human Services ...
Apply Early
... B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized ...
... B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized ...
Fiscal Intermediary Associate
Albany, NY · On-site
$23/hr
The Fiscal Intermediary is responsible for ensuring accurate financial management, payroll ... Associates or Bachelors degree in Accounting, Finance, Business Administration, Human Services, or ...
Quick apply
Apply Early
Fiscal Intermediary Associate
Albany, NY · On-site
$23/hr
The Fiscal Intermediary is responsible for ensuring accurate financial management, payroll ... Associates or Bachelors degree in Accounting, Finance, Business Administration, Human Services, or ...
Apply Early
Fiscal Intermediary Associate
Albany, NY · On-site
$23/hr
The Fiscal Intermediary is responsible for ensuring accurate financial management, payroll ... Associate's or Bachelor's degree in Accounting, Finance, Business Administration, Human Services ...
Quick apply
Apply Early
Fiscal Intermediary Associate
Albany, NY · On-site
$23/hr
The Fiscal Intermediary is responsible for ensuring accurate financial management, payroll ... Associate's or Bachelor's degree in Accounting, Finance, Business Administration, Human Services ...
Apply Early
... B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized ...
... B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized ...
In this role, you will act as an active business partner to the intermediary distribution channel and have responsibility for helping shape marketing strategies, including creating differentiated ...
In this role, you will act as an active business partner to the intermediary distribution channel and have responsibility for helping shape marketing strategies, including creating differentiated ...
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Call Center Agent B to B/No Selling/Hourly + Bonus's
Addison, TX · On-site
$14/hr
We are a success-oriented business intermediary that provides business opportunity consulting, merger & acquisition services, and analysis, as well as having transaction specialists to help ...
Quick apply
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Call Center Agent B to B/No Selling/Hourly + Bonus's
Addison, TX · On-site
$14/hr
We are a success-oriented business intermediary that provides business opportunity consulting, merger & acquisition services, and analysis, as well as having transaction specialists to help ...
You will partner closely with business leaders to improve awareness of our investment capabilities and help ensure our investment strategies remain top of mind among key intermediary investor ...
You will partner closely with business leaders to improve awareness of our investment capabilities and help ensure our investment strategies remain top of mind among key intermediary investor ...
Support and develop the Liquidity business' intermediary relationships in the western region, including banks, MMF portals and other distribution platforms. * Cultivate relationships with industry ...
Support and develop the Liquidity business' intermediary relationships in the western region, including banks, MMF portals and other distribution platforms. * Cultivate relationships with industry ...
Support and develop the Liquidity business' intermediary relationships in the western region, including banks, MMF portals and other distribution platforms. * Cultivate relationships with industry ...
Support and develop the Liquidity business' intermediary relationships in the western region, including banks, MMF portals and other distribution platforms. * Cultivate relationships with industry ...
Support and develop the Liquidity business' intermediary relationships in the western region, including banks, MMF portals and other distribution platforms. * Cultivate relationships with industry ...
Support and develop the Liquidity business' intermediary relationships in the western region, including banks, MMF portals and other distribution platforms. * Cultivate relationships with industry ...
As the trusted CRM business partner for the intermediary channel, you will own data stewardship across SalesVision, FINTRX, Broadridge, and our broader Salesforce ecosystem - translating sales needs ...
As the trusted CRM business partner for the intermediary channel, you will own data stewardship across SalesVision, FINTRX, Broadridge, and our broader Salesforce ecosystem - translating sales needs ...
Business Intermediary information
See salary details
$36.5K - $42.3K
5% of jobs
$42.3K - $48.1K
0% of jobs
$48.1K - $54K
0% of jobs
$54K - $59.8K
0% of jobs
$59.8K - $65.6K
0% of jobs
$65.6K - $71.4K
1% of jobs
$71.4K - $77.2K
4% of jobs
$77.2K - $83K
0% of jobs
$83K - $88.9K
0% of jobs
$88.9K - $94.7K
0% of jobs
$95.6K is the 25th percentile. Wages below this are outliers.
$94.7K - $100.5K
90% of jobs
$36.5K
$100.5K
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Posted 10 days ago
Job description
Take a lead role in supporting the Intermediary team's client relationship management and business development efforts, with a focus on complex client needs and high-priority initiatives. Support client relationship goals by providing excellent customer service in all interactions with clients and prospects, including professionalism in communication, timely response to inquiries, and proactive follow-up and follow-through. Mentor junior staff and serve as a subject matter resource for complicated or atypical requests.
Responsibilities include but may not be limited to:
- Lead client and prospect engagement - Interact directly with clients and prospects to address complex inquiries; customize and produce reports tailored to specific audiences to best highlight the firm's investment capabilities and offerings.
- Drive the RFP and presentation process - Take ownership of tailoring RFP responses, preparing custom presentation materials, and developing competitive analysis and background information for high-profile client and prospect meetings.
- Manage CRM and client data integrity - Maintain comprehensive and accurate electronic records of client/prospect data in Salesforce; serve as a resource for CRM best practices and data standards within the team.
- Oversee day-to-day communications - Manage and prioritize incoming requests for information from clients and prospects, ensuring timely, accurate, and audience-appropriate responses with a sense of urgency.
- Partner cross-functionally - Maintain strong working relationships and coordinate with internal investment professionals, Portfolio Specialists, marketing support teams, and other internal groups to ensure seamless delivery against client and prospect needs.
- Contribute to sales and marketing strategy - Proactively provide input into the development of marketing campaigns and contribute sales ideas to better position investment capabilities, enhance the firm's brand, and educate external audiences about offerings.
- Maintain deep product expertise - Maintain extensive knowledge and records of all firm products and services, including investment objectives, product differentiators, fee schedules, and competitive positioning. Serve as a go-to resource for junior team members on product and platform knowledge.
- Mentor and support junior staff - Serve as a resource and mentor to junior associates on complicated transactions, escalated inquiries, and workflow processes.
- Additional responsibilities as requested.
Qualifications:
- Bachelor's degree required; Finance, Accounting, or Business preferred.
- Progress toward MBA, CFA, or advanced degree preferred.
- 5-7 years of experience in asset management or comparable industry (investment consulting, plan sponsor, intermediary distribution, etc.) required.
- SIE, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start date.
- Deep understanding of the investment business, intermediary distribution landscape, and the firm's products and services.
- Highly organized with strong attention to detail; able to prioritize and manage high-profile projects under tight deadlines.
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About William Blair & Company
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Chicago, IL, US
Year founded
1935