The Role
The Client Systems Manager leads a software engineering team, managing client-facing systems and enhancing CRM capabilities while ensuring operational excellence.
Summary Generated by Built In
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 investment 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 $82bn 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.
About the Role
The Client Systems Manager leads a software engineering team responsible for the platforms that power GMO's Global Client Relations, Digital Marketing, Investment Analysis and Shareholder Services functions. Success in this role would be defined by partnering with Marketing, Product Distribution, Performance Analytics and other key stakeholders, to deliver and evolve client-facing systems-including CRM, client engagement tools, sales enablement platforms, and client/fund performance systems-to drive increased distribution reach and sales team productivity. The ideal candidate will be accountable for innovation, quality, and operational excellence across the technology suite.
Stakeholder Engagement
- Serve as the primary technology liaison for sales, marketing, client relations, and performance analytics teams, managing expectations and aligning delivery priorities
- Represent Client Systems in cross-functional working groups and technology leadership forums
- Provide regular project status and roadmap updates to senior leadership
Team Leadership
- Manage and develop a team of software engineers and technical staff implementing and supporting client and distribution focused and fund/client performance focused technology systems
- Build collaborative partnerships with peer engineering managers across the Software Engineering & Platform Architecture group
- Work closely with the Technology Transformation team to generate meaningful technology innovations and upgrades in support of the product distribution and marketing effort
- Conduct performance reviews, set goals, and provide ongoing coaching and career development
Application Ownership & Delivery
- Own the strategy, roadmap, and day-to-day delivery for client technology systems, including Salesforce CRM, Seismic, and other internally developed applications
- Lead initiatives to enhance CRM capabilities, including integration of generative AI features
- Manage the gmo.com platform and client portal in partnership with Marketing and Distribution teams
- Using generative AI tools and techniques oversee lead generation technology and workflows
- Manage the day-to-day delivery for Performance Analytics and Shareholder Services platforms
- Provide technical guidance to the team on design, architecture, and implementation decisions
- Lead response to critical production issues, coordinating triage, resolution, and post-incident follow-up across stakeholders
Vendor & Risk Management
- Manage vendor relationships, including contract oversight, due diligence and security questionnaires
- Ensure systems meet regulatory and compliance requirements, partnering with Security and Risk teams as needed
Platform Modernization
- Drive adoption of GMO’s evolving software engineering practices within the Client Systems team
- Collaborate with Platform, Architecture, and Trading/Operations teams to align shared infrastructure and standards
Qualifications
- 10+ years of experience in technology, with at least 3 years managing engineering or IT teams
- Experience developing/managing large scale applications and platforms.
- Financial services, investment management industry, and wealth management/intermediary background strongly preferred
- Experience managing enterprise CRM platforms (Salesforce preferred), client-facing SaaS ecosystems, CMS platforms, and Marketing Automation tools
- Actively engaged with market-leaders in the investment management industry to understand best-in-class client data-infrastructure and distribution and marketing platforms
- Experience with, or exposure to, Performance Measurement and Investment Analysis concepts and systems
- Strong stakeholder management skills; comfortable engaging with senior business and technology leaders, able to translate business requirements into technical specifications
- Familiarity with software delivery practices, vendor risk management, and regulatory compliance requirements
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.
Skills Required
- 10+ years of experience in technology
- At least 3 years managing engineering or IT teams
- Experience developing/managing large scale applications
- Financial services or investment management background preferred
- Experience managing enterprise CRM platforms
- Strong stakeholder management skills
- Familiarity with software delivery practices
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The Company
What We Do
For more than 40 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to meet their goals and fulfill their missions. Investing on behalf of our clients is GMO’s sole focus. Across asset classes and around the world, our investment teams identify and exploit long-term opportunities and develop solutions that both anticipate and respond to client needs. GMO is comprised of a collection of investment teams with focused specialties. All are grounded in a long-term, valuation-based investment philosophy – an approach we believe provides the best risk-adjusted returns. GMO partners with an impressive roster of sophisticated clients worldwide, delivering innovative investment solutions and tailored client service. Our clients benefit from our diverse expertise, intellectual curiosity, and open culture of debate, as well as from our ability and willingness to take advantage of contrarian market opportunities. For important disclosure information please visit: https://www.gmo.com/americas/terms-and-conditions/
