North America Business Development Intermediary Wholesaler - West
Greater San Francisco Area
Global Client Relations /
Full-time /
Hybrid
Overview:
The Intermediary Wholesaler will provide a competitive advantage to GMO in the marketing of its investment management capabilities to advisor teams working at select Wirehouses and Independent Broker Dealers.
The Wholesaler will be responsible for building GMO’s business in a manner that is consistent with GMO’s investment capabilities, goals and culture through the following efforts:
•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
Required Skills:
- 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
- CFA a plus
- Will be required to pass Series 63, 7 and 3, within specified time frame
Location:
- The position will be based in San Francisco
- Candidate will focus on business development in major metro markets on the West Coast
Personal Characteristics:
- High energy, positive attitude, intellectual curiosity and professional
- Comfortable working both independently and as part of a team
- Ability to prioritize multiple tasks, set goals and meet deadlines
- Self-directed and motivated
- Ability to forge strong working relationships internally and externally
The salary range for this position is $80,000 – $100,000. This salary range is estimated for this role and actual pay may be different based on a candidate’s qualifications and/or years of experience. In addition, this position is eligible for a discretionary annual bonus award, which award may be determined by individual, team, department and firm performance, and is subject to the terms of GMO’s compensation plan. This position is also benefits eligible. GMO’s comprehensive benefits program includes 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, and commuter benefits.
GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.
