• Close Hard Money loans from start to finish — no hand-holding • Work directly with brokers, investors, and repeat clients • Structure deals creatively to get them funded • Drive volume through follow-ups, urgency, and relationship management • Collaborate closely with processing and underwriting to push files to the finish line • Build a strong personal pipeline while growing LBC’s production • Maintain clean, professional communication and CRM records

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We're seeking passionate, driven sales professionals for multiple west coast territories as we enter a significant growth phase for our Intermediary Distribution team. The individual's primary responsibility is to lead sales and client service initiatives for William Blair’s Investment Management strategies across the intermediary channel in their territory. - 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. Qualifications - Bachelors Degree in Business Administration or Finance required - 8+ years of investment product sales 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 - MBA, CFA, CFP, CAIA, CIMA preferred - Strong sales and presentation skills - Deep understanding of investment products and how to position them for maximum effectiveness with different audiences - High degree of energy, motivation and ability to set own priorities - Sustained superior sales production record - Ability to build and maintain working relationships with others to achieve objectives - Ability to provide coaching and guidance to less experienced team members - Excellent verbal and written communication skills Company Description

• Lead and manage the business development sales team across the North American market. • Establish clear performance expectations, sales targets, and operating rhythms to drive predictable revenue outcomes. • Monitor and manage team performance through weekly pipeline inspection with documented deal next steps, deal qualification enforcement, and performance coaching. • Provide consistent feedback, skill development, and career growth support to sales team members. • Partner with the VP, Sales and Talent team to recruit, onboard, and retain high-performing sales professionals. • Foster a high-performance sales culture rooted in accountability, collaboration, and continuous improvement. • Oversee pipeline development, opportunity progression, and forecast accuracy and commit discipline across the client/business development team. • Ensure disciplined use of CRM systems, data integrity, and adherence to defined sales processes and methodologies (e.g., MEDDPICC). • Guide complex deal strategy, qualification, and negotiation planning to improve conversion and deal quality. • Partner with the VP, Sales to provide regular performance reporting, forecasting insights, and market feedback. • Oversee account planning and business development strategies to drive expansion within key client segments. • Ensure consistent execution of consultative, insight-led selling approaches across the team. • Partner with Marketing to align demand generation initiatives, campaigns, and events with sales priorities. • Collaborate with Delivery and Client Success teams to support successful transitions from sale to implementation and long-term client growth. • Serve as a key liaison between Sales and internal partners including Marketing, Product, Delivery, Legal, and Finance. • Ensure alignment between client commitments, service delivery capabilities, and business objectives. • Maintain strong awareness of market trends, competitor positioning, and evolving client needs within professional services and advisory environments. • Support executive-level client engagement as needed to strengthen strategic relationships and advance major opportunities. • Represent Prosci at selected industry events and client forums.

• Lead and manage the business development sales team across the North American market • Establish clear performance expectations, sales targets, and operating rhythms to drive predictable revenue outcomes • Monitor and manage team performance through weekly pipeline inspection with documented deal next steps, deal qualification enforcement, and performance coaching • Provide consistent feedback, skill development, and career growth support to sales team members • Partner with the VP, Sales and Talent team to recruit, onboard, and retain high-performing sales professionals • Foster a high-performance sales culture rooted in accountability, collaboration, and continuous improvement • Oversee pipeline development, opportunity progression, and forecast accuracy and commit discipline across the client/business development team • Ensure disciplined use of CRM systems, data integrity, and adherence to defined sales processes and methodologies (e.g., MEDDPICC) • Guide complex deal strategy, qualification, and negotiation planning to improve conversion and deal quality • Partner with the VP, Sales to provide regular performance reporting, forecasting insights, and market feedback • Oversee account planning and business development strategies to drive expansion within key client segments • Ensure consistent execution of consultative, insight-led selling approaches across the team • Partner with Marketing to align demand generation initiatives, campaigns, and events with sales priorities • Collaborate with Delivery and Client Success teams to support successful transitions from sale to implementation and long-term client growth • Serve as a key liaison between Sales and internal partners including Marketing, Product, Delivery, Legal, and Finance • Ensure alignment between client commitments, service delivery capabilities, and business objectives • Provide field insights to help inform solution development, messaging, and market positioning • Maintain strong awareness of market trends, competitor positioning, and evolving client needs within professional services and advisory environments • Support executive-level client engagement as needed to strengthen strategic relationships and advance major opportunities • Represent Prosci at selected industry events and client forums