Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Vice President - Private Shares Trading role.
Rezi rewrites your resume against William Blair's job description. Free.
Tailor your resume to this Vice President - Private Shares Trading role.
Rezi rewrites your resume against William Blair's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Vice President - Private Shares Trading posting at William Blair — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Vice President - Private Shares Trading posting at William Blair — free, in seconds.
About the Role
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.
Responsibilities
- 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
Requirements
- 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
- Strong communication, relationship management, and organizational skills
Skills
- Client relationship management
- Private securities transactions
- Market knowledge
- Transaction execution
- Communication skills
- Relationship management skills
- Organizational skills
Location
- Hybrid
Work Type
- 100% commission W-2 role
Experience Level
- Vice President
- 3+ years of experience
Education Level
- Bachelor's Degree
Salary/Compensations
- $125,000 annual draw
Benefits
- Uncapped earnings
- Quarterly true ups
About the Company
- William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups.
- We are committed to empowering our colleagues to deliver client success and engage in our communities.
- Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia.
- We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.
- What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds.
- We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
- Learn more about us by visiting williamblair.com.
Equal Opportunity
- William Blair is an equal opportunity employer.
- It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.
- EOE m/f/d/v