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Company

GMO · 16 hours ago

North America Business Development Manager - Intermediary - West

United States

Full-time

Remote

Mid, Senior Level

$170K/yr - $200K/yr

5+ 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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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