GMO · 4 hours ago

North America Business Development Intermediary Wholesaler - Central

United States

Full-time

Remote

Mid Level

$80K/yr - $100K/yr

3+ years exp

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Asset ManagementFinance

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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Wholesaling experienceProduct knowledgeFinancial markets understandingCFASeries 63Series 7Series 3Relationship building

Required

3 years of internal, hybrid and/or external wholesaling experience, including a solid working knowledge of the major Wirehouses and IBDs

Strong product knowledge, particularly in multi-asset, equities and fixed income

Robust existing network of contacts

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