North America Business Development Relationship Associate
Boston, MA
Global Client Relations /
Full-time /
On-site
Position Overview:
The role of a Relationship Associate (“Associate”) is to serve as a direct and dedicated resource for the North America Business Development Team.
The Associate will work under the direct supervision of their assigned regional team members.
Responsibilities Include:
Assist Business Development Managers in:
1. Increasing the # of high-quality prospect touch points (meetings, calls, events)
a. Prospect lists:
- Maintain current prospect list in CRM and outside of CRM including tags which identify areas in which the prospect is interested
- Increase prospect list (using databases such as Broadridge, as well as inbound emails through the web)
b. Distribution lists:
- Utilize prospect list to build distribution lists for virtual events, email campaigns, and other distributions
c. Emails to increase # of touch points. Assist with:
- Personalized emails to prospects
- Writing template emails
- Sending semi-customized emails to distribution list
- Email responses and getting meetings/calls scheduled & prospects to attend events
2. Increase Quality of meetings and events
a. Own meeting logistics
- Calendar invitations and logging to Salesforce
- Prep notes
- Presentation materials (soft and hard copies where applicable)
b. Own meeting preparation, prep notes to include:
- Presentation materials
- Prospect information: research most applicable information on prospects in advance of calls using prior notes from Salesforce, web, and databases such as Dakota, Broadridge and Market Lens
- Competitor information:
- Help reaffirm our key competitive advantages vs. competition in key strategies
- Custom competitive analysis in excel to help show how our strategy complements other strategies
c. Assist in organizing GMO specific investor and marketing events in North America
3. Translate prospect touch points into business:
a. Document and maintain meeting notes
b. Translate meeting to prospect list tag (e.g. tag someone interested in a particular strategy that comes up in a meeting).
c. Meeting follow-ups (from Seismic, website, etc.)
d. Proactively and systematically build procedure for reaching back out to prospects who we have met who have not yet made a decision.
Other:
a. Develop a thorough understanding of GMO’s policies and procedures in order to help facilitate the efficient delivery of information and services to GMO’s prospect community
b. Work with GMO’s team of investment professionals independently and at the direction of the team leader to ensure prospects experience the highest level of satisfaction from GMO
c. Collaborate with various groups across GMO including: Graphics, Performance Analytics, Operations, Investment teams, RFP, as well as Tax, Legal and Compliance
d. With time, understand and articulate GMO’s investment strategies, philosophy and process
- Identify prospective clients of competitors that should be included in our business development plans
Required Skills:
- 2-3 years of experience in the investment management business
- Bachelor’s Degree (or equivalent)
- Strong ability to create, operate, maintain and organize databases
- Proficient in MS Excel and other Microsoft applications
- Excellent written and verbal communication capabilities
- Strong organizational skills and attention to detail
- Strong analytical skills
- Demonstrated understanding of investment strategies and markets, including fixed income, equity and alternatives
- Some basic knowledge of the North American asset management industry
- Previous experience working with SalesForce or another CRM preferred
- Will be required to pass Series 63, 7 and 3 within one year.
Required Characteristics:
- High level of detail orientation and proactiveness
- High energy, positive attitude, professional and mature
- Comfortable working both independently and as part of a team
- Ability to prioritize multiple tasks, set goals and meet deadlines
- Self-directed and motivated
- Willing to roll up sleeves and get things done
- High degree of intellectual curiosity
- Ability to professionally represent GMO and perform consistent with the firm’s values
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.
