Managing Director, Insurance Services

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

Join William Blair, the Premier Global Boutique.

William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

We are committed to our people and culture, values, clients, and local communities.

What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.

Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.

Job Summary And Responsibilities

The successful candidate will target new business opportunities in the insurance services and technology sector for the firm. Leverage innovative approach, expertise, client relationships and reputation to win business and complete advisory and capital raising transactions. Manage the execution of investment banking processes, creating referenceable transactions. Maintain world class client relationships, providing quality advice and outstanding client service. Build a presence in the external marketplace and with internal constituents. Actively participate in the recruitment and development processes. Provide leadership and mentoring to IB staff.

• Target new business opportunities by developing and executing a go to market strategy, while balancing maximizing transaction completion rates, generating revenue, upholding the William Blair reputation and maintaining productivity. Stay abreast of current trends and the latest sectors/products and ensure targeting is aligned accordingly.
• Leverage innovative approach, sector/product expertise, client relationships/service and reputation to win new business and support the achievement of revenue goals.
• Deliver proposals and presentations to clients and prospects, leveraging IB staff throughout the process to support development strategies and contribute to the building of bench strength.
• Manage the execution of investment banking processes. Ensure processes are completed in a timely and high-quality manner and are aligned with established IB strategies, processes and standards.
• Maintain world class client partnerships, providing high quality advice and insights and exceeding expectations pertaining to client service and transaction execution.
• Actively participate in recruitment and development processes.
• Provide leadership and mentoring to the IB staff, providing guidance, continuous development and coaching to ensure achievement of group and individual goals.
• Serve as a leader within the community. Represent William Blair on civic, non-profit or public boards; is recognized for contributions outside the firm.
• Additional responsibilities as requested.
  
  

Qualifications

• Bachelor's Degree required
• MBA strongly preferred
• Insurance services and technology as well as broader financial services investment banking experience required, 10+ years strongly preferred
• Proven relationships with relevant strategic and private equity sector participants
• Deep merger and acquisition advisory experience, as well as broader capital markets skills
• SIE Exam, Series 79, Series 63 must be acquired within 150 days of employment
• Strong strategic process management, and analytical skills
• Strong ability to identify and win new business
• Trust-building and team leadership abilities with multiple levels within the organization
• Management skills overseeing people and processes
• Effective written and verbal communication skill
• High integrity and strong work ethic
• Strong interpersonal, decision-making, and analytical abilities
• Ability to work in an entrepreneurial culture
• Detail oriented with deep analytical abilities
• Solution-oriented with ability to leverage prior experiences
• Sound judgement and high integrity
• Deep, sophisticated understanding of insurance services and technology industries, accounting and finance
• Commitment to satisfying internal and external customers
• Travel required: 50% or more
  
  

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

Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

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