Company ProfileFounded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, equity, fixed income, and alternative offerings. We manage approximately $65bn for a client base that includes many of the world's most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when conditions warrant, and candid and academically rigorous thought leadership. Jeremy Grantham, GMO's Co-Founder and Long-Term Investment Strategist, is renowned as an expert in identifying speculative investment bubbles and also as a leading climate investor and advocate. GMO is privately owned and employs over 430 people worldwide. We are headquartered in Boston, with additional offices in Europe, Asia and Australia. Our company-wide culture emphasizes commitment to clients, intellectual curiosity, and open debate. We celebrate and respect our differences, while embracing and valuing what each of us brings to work, as we know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results.Overview:The Intermediary Wholesaler will provide a competitive advantage to GMO in the marketing of its investment management capabilities to advisor teams working at select Wirehouses and Independent Broker Dealers in the West Coast Region. The Wholesaler will be responsible for building GMO's business in a manner that is consistent with GMO's investment capabilities, goals and culture through the following efforts:Location: San FranciscoSalary: The salary range for this position is $80,000 – $100,000. This salary range is estimated for this role and actual pay may be different based on a candidate's qualifications and/or years of experience. In addition, this position is eligible for a discretionary annual bonus award, which may be determined by individual, team, department and firm performance, and is subject to the terms of GMO's compensation plan. This position is also benefits eligible. GMO's comprehensive benefits program includes medical insurance, dental insurance, life insurance, long-term disability coverage, a 401(k)/profit-sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.Responsibilities:Construct and execute on a comprehensive, structured calling planPartner closely with other members of the Intermediary Business Development team to proactively identify and create new revenue and business opportunitiesDrive sales of recommended products through regional advisor officesCultivate relationships with key decision makersMaintain a strong industry network through conference attendance and other avenues, as well as a solid understanding of the competitive landscape and how it is evolvingContribute meaningfully to the growth and diversification of GMO's revenue baseCollaborate closely with the Marketing team to curate collateral and events for the advisor client baseCommunicate with various constituents throughout the organization (GMO) to provide market/industry information, education on channel and feedbackRequired Skills:3 years of internal, hybrid and/or external wholesaling experience, including a solid working knowledge of the major Wirehouses and IBDsStrong product knowledge, particularly in multi-asset, equities and fixed incomeRobust existing network of contactsProven ability to confidently communicate and be an advocate for GMO's broad investment strategies across a wide range of intermediary clientsOutstanding communication (written and oral), presentation and interpersonal skillsIn-depth understanding about financial markets and the ability to clearly discuss investment techniques, strategies and concepts including fixed income, equities and alternativesStrong organizational skills and attention to detailBachelor's DegreeCFA a plusWill be required to pass Series 63, 7 and 3, within specified time frameHigh energy, positive attitude, intellectual curiosity and professionalComfortable working both independently and as part of a teamAbility to prioritize multiple tasks, set goals and meet deadlinesSelf-directed and motivatedAbility to forge strong working relationships internally and externallyGMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.
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