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William Blair

Investment banking, research, brokerage, asset management

Vice President - Private Shares Trading

Full-TimeUpdated on 10/22/2026
No salary listed
Mid, Senior, Expert
Bachelor's
San Francisco, CA, USA
In Person
Finance & BankingSales & Trading

About the job

Requirements
  • A bachelor's degree is required.
  • FINRA SIE, Series 7, and Series 63 licenses are required, or must be obtained within the first 30 days.
  • At least 3 years of experience in a financial-services sales role focused on institutional sales and private shares trading.
  • Maintain client-service excellence, prioritize client engagement, and demonstrate attention to detail.
  • Uphold strict client confidentiality and discretion, ensuring sensitive information remains secure and maintaining trust and integrity in client interactions.
  • Be comfortable working independently and in a team environment.
  • Thrive in a dynamic, fast-paced environment by adjusting priorities and transitioning between tasks and responsibilities as team needs evolve.
  • Demonstrate the ability to build and maintain client relationships and contribute to transaction execution in a fast-paced environment.
  • Demonstrate strong communication, relationship management, and organizational skills.
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, high-net-worth individuals, and other buy-side clients.
  • Foster ongoing rapport with sellers, including individuals, venture capital and 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 active private securities, including Technology, Financials, and Consumer, while engaging high-net-worth individuals, angel groups, and family offices.
  • Streamline and scale 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.

About the company

William Blair is a privately held, employee-owned financial services firm offering investment banking, equity research, brokerage, asset management, and private capital services. It combines advisory, research, trading, asset management, and private capital solutions to help clients raise, invest, and manage capital. Being privately held and employee-owned can influence client relationships and decision-making, and the firm provides multiple services under one roof as a single partner for diverse needs. Its goal is to help clients grow and protect capital through comprehensive financial services across advisory, research, trading, asset management, and private capital solutions.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

$754.4M

Headquarters

Berlin, Germany

Founded

1935

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Simplify's Take

What believers are saying

  • October 1, 2026 Brakebush Brothers and September 29 Guardian Alarm wins show active mandate flow.
  • William Blair added Michael Allwin, Rishi Sethi, and Jayant Dey, broadening fee-generating coverage.
  • June 2026 workforce reached 2,432 employees, while active job postings rose 35.1% in 2026.

What critics are saying

  • No disclosed layoffs mask dependence on deal flow; advisory revenue drops quickly when M&A freezes.
  • Inner Circle Sports integration and 2026 hiring spree strain culture, margins, and partner cohesion.
  • Asset management remains vulnerable: Global Leaders Select launched with only $225 million seed, October 2026.

What makes William Blair unique

  • Employee-owned partnership aligns bankers and investors, reinforcing client retention and recruiting, on October 1, 2026.
  • William Blair advised on $880 billion transactions from July 2021 through June 2026.
  • Its sector-specialist model deepened in 2026 with Inner Circle Sports and William Nay.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Health Savings Account/Flexible Spending Account
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Paid Time Off
  • Parental Leave
  • Fertility Treatment Support
  • Family Planning Benefits

Company News

Associated Press
Oct 20th, 2026
William Blair hires Russell Investments' CJ Jaskoll as chief technology officer

William Blair has hired C.J. Jaskoll as chief technology officer, the Chicago firm announced on October 20, 2026. He will lead its firmwide strategy on artificial intelligence, data analytics, and other advanced tools, and joins its Extended Leadership Group. Jaskoll has more than 25 years in the investment industry. He comes from Russell Investments, where he was chief technology officer, and previously worked at Neuberger Berman and Jennison Associates. He succeeds Jim Connors, who will help with the transition through year-end before retiring after 27 years with the firm. "C.J.'s deep expertise at the intersection of technology, data, and artificial intelligence will help accelerate our ability to deliver exceptional outcomes for clients," said chief operating officer Beth Satterfield.

The Middle Market
Oct 19th, 2026
Charlesbank Capital Partners Invests in Wood Smith Henning & Berman

Charlesbank Capital Partners Invests in Wood Smith Henning & Berman. Charlesbank Capital Partners has made a strategic investment in a newly formed management services organization supporting national litigation firm Wood Smith Henning & Berman LLP, which will remain an independent law firm. The investment will support the formation of WSHB Support Services, a management services organization (MSO) that will provide non-legal operational infrastructure to WSHB. The partnership will enable WSHB to expand geographically, strengthen its practice areas and invest in technology, including artificial intelligence and data science. WSHB's attorneys will retain sole authority over legal practice and client matters. Daniel Berman, WSHB's executive chairman and co-founder, will serve as CEO of the MSO, while Stewart Reid will remain firmwide managing partner of the law firm. Founded in 1997, WSHB is a national litigation firm representing insurers, self-insured corporations and institutional clients. The firm employs more than 550 attorneys across 43 offices in 23 states. Riverbrook Capital served as financial advisor to WSHB, while Gipson Hoffman & Pancione and Troutman Pepper Locke served as its legal advisors. Piper Sandler served as financial advisor to Charlesbank, with Weil, Gotshal & Manges, Kirkland & Ellis and Frankfurt Kurnit Klein + Selz serving as legal advisors. William Blair Acquires Armentum Partners The acquisition marks William Blair's second investment banking acquisition of the year. To read the entire story, you must be logged in. Banner Capital-Backed Roof Restoration Group Partners with Exterior Solutions Group ESG provides roof replacement, restoration and facility maintenance services to K-12 public school districts, colleges and commercial property owners. To read the entire story, you must be logged in. Lightview Capital Invests in Thorn Run Partners The firm provides government affairs and policy advisory services. To read the entire story, you must be logged in. AIP Backs Silgan's $3.4B Acquisition of Trivium Packaging Trivium Packaging supplies recyclable metal packaging products to more than 800 customers worldwide. To read the entire story, you must be logged in.

The Middle Market
Oct 5th, 2026
Nova Capital Acquires BMP Group and RB Medical from Andrew Industries

Nova Capital acquires BMP Group and RB Medical from Andrew Industries. Nova Capital Management, a private equity firm focused on industrial and specialized manufacturing businesses, has acquired BMP Group and RB Medical from Andrew Industries. The acquired companies will retain their existing management structures, while Nova plans to provide strategic, financial and operational support aimed at investment, operational improvement, product development and growth. BMP Group manufactures industrial consumable parts and sub-assemblies for applications spanning office automation, filtration, automotive, domestic appliances, sustainable tree protection and renewable energy. RB Medical is a specialized healthcare products business serving the U.K. medical sector. Nova plans to work with the existing management teams on strategy, performance and investment, with Omiros Millas, a partner at Nova, and Carl Francis, a Nova operating partner, jointly responsible for BMP Group and RB Medical on the firm's behalf. The acquisition expands Nova's portfolio of specialized industrial and manufacturing businesses, while Andrew Industries exits its ownership of the companies. William Blair Appoints Emanuela Branchetti to Expand Biopharma Investment Banking Team Branchetti joins from Truist Securities, where she served as managing director and head of scientific affairs. To read the entire story, you must be logged in. Gridiron Capital Invests in Lawn Care Franchisor Weed Man Weed Man provides residential lawn care programs centered on fertilization and weed control, along with additional lawn care services. To read the entire story, you must be logged in. Houlihan Lokey Adds Jane Ma as Managing Director in Financial Services Group Ma joins the global investment bank after 16 years at Moelis. To read the entire story, you must be logged in. FVLCRUM Funds Purchases Fidelity Technology Services Fidelity Technology Services is a provider of military simulation training systems and services. To read the entire story, you must be logged in.

The Middle Market
Sep 28th, 2026
Raymond James Names Dan Connolly Head of Technology & Services Investment Banking

Raymond James names Dan Connolly head of technology & services investment banking. Raymond James has hired Dan Connolly as senior managing director and head of technology & services investment banking, strengthening the firm's senior leadership in the sector. The appointment is part of the firm's ongoing investment in the practice and is intended to expand its advisory capabilities across the technology sector. Connolly brings nearly three decades of investment banking experience, including work advising technology companies and financial sponsors, and will be based in Chicago. Connolly joins Raymond James after 27 years at William Blair, where he held several senior leadership positions, including co-head of global M&A, global head of technology M&A and global head of software investment banking. He was also a co-founding member of William Blair's technology investment banking team. During his career, Connolly has completed more than 300 public and private M&A transactions and financings. Lee Equity-Backed Carisk Partners Acquires FirstCare Onsite FirstCare Onsite is a provider of onsite occupational healthcare services. To read the entire story, you must be logged in. Rexel Acquires Audax-Backed GCG for $1.4B GCG provides specialty wire and cable, connectivity, power and engineered services for critical infrastructure applications. To read the entire story, you must be logged in. Gladstone Investment Backs Detroit Defense's Merger with Athenix Solutions Group Athenix capabilities span systems and software development, intelligence and cyber operations, and special mission and force readiness. To read the entire story, you must be logged in. Liberty Mutual Investments, Thayer Street Back SunHaven Management The collaboration follows LMI and Thayer Street's earlier joint investment in Grove Point Marinas. To read the entire story, you must be logged in.

PR Newswire
Sep 24th, 2026
Viking Therapeutics prices upsized $500M offering of stock and convertible notes

Viking Therapeutics has priced an upsized $500 million concurrent public offering of common stock and convertible senior notes. The clinical-stage biopharmaceutical company will sell 7,857,143 shares at $35.00 per share and $225 million in 2% convertible senior notes due 2032. The offering size was increased from the previously announced $200 million for each component. The notes carry an initial conversion price of approximately $50.75 per share, representing a 45% premium over the public offering price. Viking estimates net proceeds of approximately $258.2 million from the common stock offering and $218 million from the note offering, after deducting underwriting discounts and expenses. The company intends to use proceeds for continued clinical development of its VK2735 and VK3019 programmes, as well as general research and development purposes. Morgan Stanley, JPMorgan, Jefferies, Leerink Partners, and William Blair are serving as joint book-running managers.