Relationship Manager - National Accounts
Summary
The Relationship Manager will be responsible for proactively managing client relationships to ensure seamless delivery of GW&K’s products and services.
Responsibilities
- Provide ongoing reviews to clients in order to retain and enhance relationships
- Communicate with clients regarding investment strategy, performance and market developments
- Understand all of GW&K’s capabilities and respond to client questions across equity, municipal bond and taxable bond product offerings
- Act as a resource for the Marketing team throughout the RFP process, providing information and support on technical questions
- Work closely with Client Service to proactively resolve account issues
- Provide feedback to Sales and Client Service about relationship issues and client needs
- Maintain and enhance client relationships through frequent meetings and discussions; provide commentary regarding the impact of economic conditions on the portfolio
- Oversee the onboarding of new client mandates
Qualifications
- Bachelor’s degree required; MBA or CFA preferred
- 10+ years of experience in relationship management and client service
- Proven ability to build and maintain client relationships
- Excellent problem-solving and client management abilities
- Skilled at leveraging resources to meet client needs
- Effective communication and presentation skills
- Strong organizational skills and attention to detail
- Travel required
This role is based in our Boston office on a hybrid schedule - 4 days in-office, 1 day remote.
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.
Create a Job Alert
Interested in building your career at GW&K Investment Management, LLC? Get future opportunities sent straight to your email.
Apply for this job
*
indicates a required field