Vice President - Private Shares Trading

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

As a member of the private shares trading team, the Vice President will be responsible for continuously building client relationships and providing exceptional access and company-specific transactional knowledge for buyers and sellers of private company equity. We are seeking a self-motivated individual with exceptional adaptability, a steadfast commitment to client satisfaction, a penchant for thriving in fast-paced, dynamic settings, and a strong team-oriented mindset.

Responsibilities include but may not be limited to:

• Develop and manage client relationships while assisting in the execution of private securities transactions from initial matching through confirmation and closure

• Develop and strengthen relationships with hedge funds, asset managers, wealth management platforms, angel investors, HNW individuals, and other buy-side clients

• Foster ongoing rapport with sellers, spanning individuals, venture capital/private equity firms, and their limited partners, through regular client engagement and meetings

• Broaden William Blair’s presence within key networks, focusing on sectors with the most active private securities, notably but not limited to Technology, Financials, and Consumer, alongside engaging high-net-worth individuals, angel groups, and family offices

• Streamline and scale both inbound and outbound client engagement inquiries in collaboration with the team

• Leverage market knowledge and transaction experience to support clients and facilitate successful transaction execution

Qualifications:

• Bachelor's Degree

• FINRA SIE, Series 7, & 63 licenses required, or obtained within first 30 days

• 3+ years of experience in a sales role in financial services with a focus in institutional sales and private shares trading

• Dedication to client service excellence, prioritizing client engagement and attention to detail

• Proven track record of upholding strict client confidentiality and discretion as a top priority, ensuring sensitive information remains secure and maintaining trust and integrity in all client interactions

• Must be comfortable working both independently and in a team environment

• Demonstrated ability to thrive in a dynamic and fast-paced environment, adept at quickly adjusting priorities and seamlessly transitioning between various tasks and responsibilities to meet evolving team needs

• Demonstrated ability to build and maintain client relationships and contribute to transaction execution in a fast-paced environment