The Relationship Associate supports business development by managing client relationships, prospecting, maintaining databases, and organizing meetings and events.
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.
Please follow the prompts included in this job posting to apply. The application window for this role is anticipated to remain open until the job is filled, or as otherwise determined by GMO.
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 supporting business development and relationship management efforts with Registered Investment Advisors (RIAs) and other intermediary professional buyers.
Responsibilities Include:
Assist Business Development Managers in:
1. Prospecting
- Business Development
o Create outreach campaigns to prospective clients in the RIA channel
o Provide actionable leads to regional team leaders
2. Relationship Management
- Assist in ongoing client retention efforts
o Conduct client review meetings in coordination with regional team leader
o Respond to inbound client requests in a proactive manner
3. Increasing the # of high-quality prospect touch points (meetings, calls, events)
- Prospect lists
o Maintain current prospect list in CRM and outside of CRM including tags which identify areas in which the prospect is interested
o Increase prospect list (using databases such as Broadridge, as well as inbound emails through the web)
- Distribution lists
o Utilize prospect list to build distribution lists for virtual events, email campaigns, and other distributions
- Emails to increase # of touch points. Assist with:
o Personalized emails to prospects
o Writing template emails
o Sending semi-customized emails to distribution list
o Email responses and getting meetings/calls scheduled & prospects to attend events
4. Increase Quality of meetings and events
- Own meeting logistics
o Calendar invitations and logging to Salesforce
o Prep notes
o Presentation materials (soft and hard copies where applicable)
- Own meeting preparation, prep notes to include:
o Presentation materials
o 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
o 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
- Assist in organizing GMO specific investor and marketing events in North America
5. Translate prospect touch points into business:
- Document and maintain meeting notes
- Translate meeting to prospect list tag (e.g. tag someone interested in a particular strategy that comes up in a meeting).
- Meeting follow-ups (from Seismic, website, etc.)
- Proactively and systematically build procedure for reaching back out to prospects who we have met who have not yet made a decision.
Other
- 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
- 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
- Collaborate with various groups across GMO including: Graphics, Performance Analytics, Operations, Investment teams, RFP, as well as Tax, Legal and Compliance
- 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.
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.
GMO will not offer visa sponsorship for this opportunity.
Top Skills
Excel
Salesforce
GMO Boston, Massachusetts, USA Office
40 Rowes Wharf, Boston, MA, United States, 02110
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