North America Business Development Manager - Intermediary - West @ GMO | Jobright.ai
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GMO · 1 day ago

North America Business Development Manager - Intermediary - West

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Asset ManagementFinance
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Work & Life Balance

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Responsibilities

Construct and execute on a comprehensive, structured calling plan
Partner closely with other members of the Intermediary Business Development team to proactively identify and create new revenue and business opportunities
Drive sales of recommended products through regional advisor offices
Cultivate relationships with key decision makers
Maintain a strong industry network through conference attendance and other avenues, as well as a solid understanding of the competitive landscape and how it is evolving
Contribute meaningfully to the growth and diversification of GMO’s revenue base
Collaborate closely with the Marketing team to curate collateral and events for the advisor client base
Communicate with various constituents throughout the organization (GMO) to provide market/industry information, education on channel and feedback

Qualification

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Sales experienceExternal wholesalingInvestment strategiesFinancial markets knowledgeCFA certificationSeries 63Series 7Series 3Networking skills

Required

5+ years of direct responsibility for their own territory with proven sales results
External wholesaling experience, including a solid working knowledge of the major Wirehouses and IBDs
A proven system of engagement rigour / sales discipline that has consistently translated into new business success in products spanning equities, fixed income and alternatives is essential
Robust existing network of contacts and strong institutional experience, including applicable conference circuit (Public, E&F, SFOs)
Proven ability to confidently communicate and be an advocate for GMO’s broad investment strategies across a wide range of intermediary clients
Outstanding communication (written and oral), presentation and interpersonal skills
In-depth understanding about financial markets and the ability to clearly discuss investment techniques, strategies and concepts including fixed income, equities and alternatives
Strong organizational skills and attention to detail
Bachelor’s Degree
Will be required to pass Series 63, 7 and 3, within specified time frame
High energy, positive attitude, intellectual curiosity and professional
Comfortable working both independently and as part of a team
Demonstrable leadership skills with the ability to direct and mentor less experienced team members
Ability to prioritize multiple tasks, set goals and meet deadlines
Self-directed and motivated
Ability to forge strong working relationships internally and externally

Preferred

CFA a plus

Benefits

Medical insurance
Dental insurance
Life insurance
Long-term disability coverage
A 401(k)/profit-sharing retirement plan
Open paid time off
Leaves of absences
Dependent care resources
Tuition reimbursement
Charitable gifts matching
Flexible spending accounts
Commuter benefits

Company

GMO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Deborah Ng
Head of ESG & Sustainability
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Company data provided by crunchbase
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