North America Business Development Intermediary Wholesaler - West
April 5
🔄 Hybrid – San Francisco
Description
• Build GMO's business by marketing investment management capabilities • Collaborate with Intermediary Business Development team • Drive sales through regional advisor offices • Cultivate relationships and maintain industry network • Contribute to revenue growth and diversification • Curate collateral and events for advisor client base • Provide market/industry information and feedback within the organization
Requirements
• 3 years of internal, hybrid and/or external wholesaling experience • Solid working knowledge of major Wirehouses and IBDs • Strong product knowledge in multi-asset, equities, and fixed income • Robust existing network of contacts • Ability to communicate GMO's investment strategies confidently • Outstanding communication, presentation, and interpersonal skills • In-depth understanding of financial markets and investment concepts • Strong organizational skills and attention to detail • Bachelor’s Degree • CFA a plus • Series 63, 7, and 3 certifications to be obtained within specified time frame • Location: San Francisco focusing on major metro markets on the West Coast • Personal characteristics: High energy, positive attitude, professional, self-directed, ability to forge strong working relationships
Benefits
• Competitive salary • Opportunity to work with a global investment manager • Comprehensive benefits package • Collaborative and diverse work environment
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