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Internal Wholesaler

Boston, MA

Summary

The Internal Wholesaler is responsible for partnering with a Regional Sales Director to drive sales and grow market share in a defined geographic territory. The Internal Wholesaler position is an opportunity for a motivated and ambitious individual to develop a financial sales career.

This role is based in our Boston office on a hybrid schedule - 4 days a week in-office, 1 day remote. 

Responsibilities

  • Proactively consult with new and existing financial advisor clients via phone and email to strengthen relationships, identify cross-selling opportunities, and cultivate new business
  • Partner with Regional Sales Director to implement and execute the territory marketing and sales plan
  • Effectively segment and target calling efforts to develop strong relationships and generate new sales
  • Effectively communicate detailed investment philosophies and processes to a sophisticated client base
  • Identify sales opportunities and financial advisor needs through probing questions, presenting potential solutions and asking for appropriate action 
  • Consistently follow up on outstanding opportunities to advance the sales cycle and deepen existing relationships
  • Serve as a trusted resource for our clients, representing GW&K with professionalism and expertise
  • Assist in coordinating appointments and meetings for Regional Sales Director 

Qualifications

  • Undergraduate degree – preferably in finance, business, or economics
  • 1-3 years sales experience within financial services
  • Series 6 (or 7) & 63 (or 66) required
  • Working knowledge of the financial markets, knowledge of the fixed income markets strongly preferred
  • Excellent communication, presentation and listening skills
  • Demonstrated initiative and sales ability
  • Ability to work independently and collaborate in a team environment
  • Strong organizational and territory management skills

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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This is a hybrid position requiring 4 days per week in our Boston office, with the option to work remotely 1 day per week.

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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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I certify that I have provided truthful and complete responses to all inquiries on this application and understand that discovery of any falsification, omission or misleading statement may result in the denial of employment or, if I am already employed when such statement is discovered, immediate termination of my employment.

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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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