Company Profile
Founded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, equity, fixed income, and alternative offerings. We manage approximately $65bn for a client base that includes many of the world’s most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when conditions warrant, and candid and academically rigorous thought leadership. Jeremy Grantham, GMO’s Co-Founder and Long-Term Investment Strategist, is renowned as an expert in identifying speculative investment bubbles and also as a leading climate investor and advocate. GMO is privately owned and employs over 430 people worldwide. We are headquartered in Boston, with additional offices in Europe, Asia and Australia. Our company-wide culture emphasizes commitment to clients, intellectual curiosity, and open debate. We celebrate and respect our differences, while embracing and valuing what each of us brings to work, as we know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results.

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 in the West Coast Region. 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:

Location: San Francisco

Salary: 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 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.

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

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
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

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.

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GMO jobs

North America Business Development Intermediary Wholesaler - West