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Business Development Manager, Private Wealth

Summary:

The Business Development Manager, Private Wealth is responsible for cultivating leads, prospects and clients for GW&K's Private Wealth business through direct and intermediary channels.  This is an entrepreneurial role and an opportunity to join a growing area of the business. This is a hybrid role, 3 days in office and 2 days remote. 

Responsibilities:

  • Prospect, develop and close GW&K's Private Wealth clients through the execution of a well-designed business plan.
  • Partner with Wealth Advisors and investment staff as appropriate to strategically increase assets under management.
  • Advance and ensure GW&K's private wealth brand is properly placed and promoted among Centers of Influence.
  • Demonstrate a comprehensive knowledge of our Private Wealth offerings and partner with Marketing team to create effective sales campaigns.
  • Thrive in an external facing and results-oriented environment with limited oversight. 

Qualifications:

  • Bachelor's degree required. 
  • Minimum of 5 plus years private wealth or related sales experience.
  • Strong working knowledge of the equity and fixed income markets.
  • Ability to leverage reliable network of contacts.
  • Sustained and demonstrable record of success closing business.
  • Strong organizational skills, attention to detail and ability to manage multiple tasks.
  • Excellent interpersonal, problem solving, verbal and written communication skills.
  • Self-motivated and able to work independently as well as in a team environment.

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Consent to release information: I hereby give permission for GW&K Investment Management (GW&K) to examine my experience, educational and business qualifications, and authorize GW&K to contact all or any of the employers, educational institutions and other references provided. I further authorize my previous employers and references to provide all information requested by GW&K, and hereby release and hold harmless all persons and entities, including GW&K, from liability in doing so. In addition, I understand that consistent with its industry obligations, GW&K conducts background checks on all new hires, and if I am offered and accept employment with GW&K, I understand and agree to comply with this process.

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Acknowledge that GW&K terminable at-will: I understand that employment at GW&K is terminable 'at-will', which means that the employment relationship may be terminated by either me or the Company at any time and for any reason not prohibited by law. I understand that nothing in this application or in any discussion or offer of employment creates a contract betweenmyself and GW&K, and that no supervisor or representative of GW&K has the authority to enter into an oral agreement to employ me for any specified period of time.

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Comply with company rules and policies: In the event I am employed by GW&K, I agree to comply with all Company rules and policies, including GW&K’s requirement that all secondary employment and certain outside activities be disclosed to the Company in order to determine if such employment or activities conflict with my duties to GWK.

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Acknowledge Immigration Reform and Control Act: I understand that the Immigration Reform and Control Act of 1986 requires that if I am hired, I must furnish within 72 hours of commencing employment appropriate documentation to the Company establishing my identity and right to work in the United States.


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