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Relationship Manager - National Accounts

Boston, MA

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.

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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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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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