Job Application for Regional Sales Director - Mid-Atlantic at GW&K Investment Management, LLC

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Summary:

The Regional Sales Director is responsible for cultivating new business opportunities and managing relationships with financial advisors and their clients across all channels.

Job Responsibilities:

Frequent meetings with advisors and their clients to discuss investment strategy, capital markets, investment performance and investment objectives
Identify, develop and maintain new business sources for GW&K investment strategies
Develop a comprehensive knowledge of all GW&K strategies (Municipal, Taxable and Equity) in order to create effective sales campaigns
Partner with the Internal Wholesaler to develop a strategic approach to increasing assets in the territory
Provide input to Sales and Marketing management on new business presentations and sales collateral

Skills/Experience:

5 years of experience in investment management sales or closely related financial services industry experience, preferably with a focus on fixed income strategies
Preferred candidates are currently covering Mid-Atlantic Region
In-depth understanding of investment markets with a strong understanding of tax, financial and estate planning
Effective presentation skills
Excellent organizational skills and attention to detail
Strong computer skills, including Microsoft office suite
Ability to work independently and travel extensively throughout the territory
Required licenses: Series 7 and Series 63 or 65

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

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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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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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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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Regional Sales Director - Mid-Atlantic

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