Main Responsibilities of a Business Development Representative at William Blair Investment Management
As a Business Development Representative at William Blair Investment Management, Ramon focuses on "creat[ing] business opportunities" by prospecting and developing relationships with institutional clients like pension plans and foundations. The goal is to cultivate long-term partnerships, ultimately leading these clients to invest with the firm.
Business Development, Relationship Management, Sales, Client Servicing, Prospecting
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Ramon Gonzalez
Business Development Representative
William Blair Investment Management
UCLA '00
n/a
Economics
Finance (Banking, Fintech, Investing)
Sales and Client Management
Video Highlights
1. Develops business opportunities by prospecting and working with institutional clients (pension plans, endowments, foundations, health systems)
2. Focuses on relationship management and building long-term partnerships with clients
3. Works to secure investments for the firm by creating enduring partnerships between clients and William Blair Investment Management
Transcript
What are your main responsibilities within your current role?
I'm primarily in a sales and client servicing role. I'm a Business Development Representative for our firm, and my main responsibility is to create business opportunities.
A lot of what I do involves prospecting. I work with an institutional client base, including pension plans, endowments, foundations, and health systems. Essentially, we're trying to create partnerships between our firm and these clients.
This involves prospect relationship management and development over time, starting from nothing and building something. Ultimately, we want this audience to invest with us and manage those relationships all the way through. That's a quick snapshot of what I do daily: creating enduring partnerships between our client base and our investment firm.
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