North America Consultant Relations and Relationship Management Associate
2 weeks ago
Position Overview:
The role of a Relationship Associate ("Associate") is to serve as a direct and dedicated resource for the North America Consultant Relations and Relationship Management Teams.
The Associate will work under the direct supervision of their assigned team members.
Responsibilities Include:
Assist Consultant Relations Managers and Relationship Managers in:
1.Increasing the # of high-quality consultant and client touch points (meetings, calls, events)
Provide dedicated support to Consultant Relations and Relationship Managers in an effort to build and maintain relationships with consultants and existing clients.
Distribution lists
o Utilize consultant and client lists 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 Using mail merge to send semi-customized emails to distribution list
o Email responses and getting meetings/calls scheduled & prospects to attend events
2.Increase Quality of meetings and events
Own meeting logistics:
o Calendar invitations and logging to Salesforce
o Prepare notes
o Presentation materials (soft and hard copies where applicable)
Own meeting preparation, prep notes to include:
o Presentation materials
o Consultant/client background information: research most applicable information on contacts 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
Work with the competitive analysis team to develop analysis how our strategy complements other strategies
Assist in organizing GMO specific investor and marketing events in North America
3.Translate client and consultant touch points into new opportunities:
Document and maintain meeting notes
Meeting follow-ups (from Seismic, website, etc.)
Other:
Develop a thorough understanding of GMO's policies and procedures in order to help facilitate the efficient delivery of information to clients and consultants.
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.
Required Skills:
- 2-3 years of experience in the investment management business
- Bachelor's Degree (or equivalent)
- 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.
Characteristics:
- High level of detail orientation and proactiveness
- High energy, positive attitude, professional and mature
- Comfortable working both independently and as part of a team
- Ability to prioritize multiple tasks, set goals and meet deadlines
- Self-directed and motivated
- Willing to roll up sleeves and get things done
- High degree of intellectual curiosity
- Ability to professionally represent GMO and perform consistent with the firm's values
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.
-
Boston, Massachusetts, United States GMO Full timeCompany ProfileFounded 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...
-
Boston, Massachusetts, United States Alter Domus Full timeABOUT US We are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative,...
-
Boston, Massachusetts, United States GMO Full timeCompany ProfileFounded 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...
-
Permanent Debt Relationship Manager
6 days ago
Boston, Massachusetts, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Sr. Relationship Manager
6 days ago
Boston, Massachusetts, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Boston, Massachusetts, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Associate Director, Relationship Management
6 days ago
Boston, Massachusetts, United States S&P Global Full timeAbout the Role:Grade Level (for internal use):11The Role: Associate Director, Relationship ManagementThe Team: The S&P Global Corporate Commercial Team is responsible for optimizing relationships and commercial outcomes for 1,200 of the largest companies in the U.S & Canada. We are a close-knit team and collaborate continually to brainstorm solutions that...
-
Senior Consultant, Revenue Management
6 days ago
Boston, Massachusetts, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
VP of Sales, North America
6 days ago
Boston, Massachusetts, United States Duck Creek Technologies Full timeHelping careers take flight. Reshaping an industry. Enable your career to be Made on Duck Creek. WHO WE ARE: Duck Creek Technologies is the intelligent solutions provider defining the future of the property and casualty (P&C) and general insurance industry. We are the platform upon which modern insurance systems are built, enabling the industry to capitalize...
-
Boston, Massachusetts, United States Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Portfolio Management Senior Associate
4 weeks ago
Boston, Massachusetts, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Sr. Leasing Syndications Specialist
1 month ago
Boston, Massachusetts, United States Bank of America Full timeJob Description:Seasoned syndications professional responsible for executing the strategic mandate within Bank of America Global Leasing Capital Markets Group for fee income generation and to assist in the production of held volume as well as helping to achieve the goals of the overall Capital Markets Group, including Portfolio Trading and Acquisitions....
-
Boston, Massachusetts, United States Leland Shaw Full timeFast-growing, global management consulting firm specific to the Asset and Wealth Management segments within financial services is growing out their North American team, and has full-time opportunities for experienced consultants at the junior through senior levels. Seeking both all-around consulting athletes with varied project experience in asset or wealth...
-
Investor Relations Associate
6 days ago
Boston, Massachusetts, United States Selby Jennings Full timeJob Title: Investor Relations AssociateSalary: Competitive base + bonusSummary: My client is a leading private investment firm, managing over $100 billion in AUM. They specialize in a range of strategies such as private equity, credit and real estate, etc. They are looking to hire an Investor Relations Associate to join their team in Boston.Key...
-
Federal Programs Account Manager
2 weeks ago
Boston, Massachusetts, United States SGS North America Inc. Full timeCompany DescriptionWe are SGS - the world's leading testing, inspection and certification company. We are recognized as the global benchmark for sustainability, quality and integrity. Our 99,600 employees operate a network of 2,600 offices and laboratories, working together to enable a better, safer and more interconnected world. Job DescriptionThis is a...
-
Marketing Reporting Associate
4 weeks ago
Boston, Massachusetts, United States findojobs Full timePosition OverviewThe Marketing Reporting Associate creates client, prospect, and consultant reporting, including due diligence questionnaires and RFPs, and maintains detailed firm and investment strategy marketing content and data, all of which help GMO to communicate well with our clients and prospects. This role enables the Investment Product Strategies...
-
Catering Intern, Restaurant Associates
6 days ago
Boston, Massachusetts, United States Compass Group, North America Full timeRestaurant Associates We have an opening for Catering Intern positions. Location: 117 Western Avenue, Boston, MA Note: online applications accepted only. Schedule: Part-time, to be discussed further upon interview. Pay Rate: $20.00 per hour We Make Applying Easy Want to apply to this job via text messaging? Text JOB to 75000 and search requisition ID...
-
Senior Sustainability Consultant
6 days ago
Boston, Massachusetts, United States Liberty Mutual Insurance Full timePay PhilosophyThe typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as...
-
Head of Americas
5 days ago
Boston, Massachusetts, United States S&P Global Full timeAbout the Role: Grade Level (for internal use): 14 The Team: Our deep trade & supply chain assets are used by senior executives within multinational corporations, financial organizations, and government organizations to underpin critical strategic decisions and provide them with a 360-degree perspective on what matters most to their business or organization....
-
Director, Client Relations
2 months ago
Boston, Massachusetts, United States Karen Clark & Company Full timeDirector, Client RelationsKaren Clark & Company (KCC) seeks a Director, Client Relations, to join our growing team of catastrophe, weather, and climate risk professionals. In this position, you will play a vital role in maintaining and enhancing relationships with leading P&C insurers, reinsurers, and ILS investors. About KCCKaren Clark & Company (KCC) is...
