Vice President, Private Shares Trading Greater San Francisco, CA Area

The Company is seeking a Vice President for its private shares trading team. The successful candidate will be tasked with the continuous development of client relationships and the provision of exceptional access and company-specific transactional knowledge for both buyers and sellers of private company equity. This role demands a self-motivated individual with a strong team-oriented mindset, exceptional adaptability, and a steadfast commitment to client satisfaction. Responsibilities include managing client relationships, assisting in the execution of private securities transactions, and fostering rapport with various client segments, including hedge funds, asset managers, and high-net-worth individuals. The role also involves broadening the company's presence within key networks and streamlining client engagement inquiries. Applicants must have a Bachelor's degree, with a minimum of 3 years' experience in a sales role within financial services, particularly in institutional sales and private shares trading. A dedication to client service excellence, a proven track record of upholding client confidentiality, and the ability to thrive in a dynamic, fast-paced environment are essential. The role requires strong communication, relationship management, and organizational skills, as well as the ability to work both independently and as part of a team. A FINRA SIE, Series 7, & 63 licenses are required or must be obtained within the first 30 days. The ideal candidate will be adept at quickly adjusting priorities and seamlessly transitioning between tasks to meet the evolving needs of the team.

Hiring Company

William Blair & Company