Investment Banking Vice President - Financial Services, Insurance
William BlairChicago, Illinois, United States • United States
Posted August 13, 2025
275000 - 275000 USD year
Full Time
About the Company
William Blair is a leading global financial services firm offering investment banking, asset management, equity research, private wealth management, institutional sales and trading, and private shares trading. As an independent, employee-owned company with offices worldwide, William Blair provides tailored advisory services and strategies to meet clients' evolving needs. The firm's distinctive approach includes strategic partnerships and a focus on client-centric solutions.
Job Description
William Blair is seeking a Solutions Advisor for Financial Services, Insurance to target, close, and pitch new business development opportunities. The role involves financial/valuation analysis, client relationship building, and providing guidance to junior team members. This position requires adaptability, strong analytical skills, and a proactive approach to deal resolution.
Requirements
- Bachelor’s Degree required
- MBA strongly preferred
- 3+ years at Associate level experience
- Experience in investment banking and insurance.
- Acquire SIE Exam, Series 79, and Series 63 within 150 days of employment.
- Detail-oriented with strong analytical abilities.
- Superior mathematical, writing, verbal and computer skills.
- Ability to adapt to new tasks and manage expectations.
- Effective leadership and coaching skills.
- Strong desire to win.
- Sound judgement.
- Strong focus on compliance.
- Experience in accounting and finance.
Benefits
- medical
- dental
- vision
- employer paid short & long-term disability
- life insurance
- 401(k)
- profit sharing
- paid time off
- Maven family & fertility benefit
- parental leave