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 $69bn 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.
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 Southeast 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:
•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
Location:
- Candidate will focus on business development in major metro markets in the Southeast Region
Personal Characteristics:
- 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.
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/
