North America Consultant Relations and Relationship Management Associate
3 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.
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