Business Development Manager, Private Wealth

Posted:
9/19/2024, 8:46:40 AM

Location(s):
Boston, Massachusetts, United States ⋅ Massachusetts, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Business & Strategy ⋅ Sales & Account Management

Workplace Type:
Hybrid

Summary:

The Business Development Manager, Private Wealth is responsible for cultivating leads, prospects and clients for GW&K's Private Wealth business through direct and intermediary channels.  This is an entrepreneurial role and an opportunity to join a growing area of the business. This is a hybrid role, 3 days in office and 2 days remote. 

Responsibilities:

  • Prospect, develop and close GW&K's Private Wealth clients through the execution of a well-designed business plan.
  • Partner with Wealth Advisors and investment staff as appropriate to strategically increase assets under management.
  • Advance and ensure GW&K's private wealth brand is properly placed and promoted among Centers of Influence.
  • Demonstrate a comprehensive knowledge of our Private Wealth offerings and partner with Marketing team to create effective sales campaigns.
  • Thrive in an external facing and results-oriented environment with limited oversight. 

Qualifications:

  • Bachelor's degree required. 
  • Minimum of 5 plus years private wealth or related sales experience.
  • Strong working knowledge of the equity and fixed income markets.
  • Ability to leverage reliable network of contacts.
  • Sustained and demonstrable record of success closing business.
  • Strong organizational skills, attention to detail and ability to manage multiple tasks.
  • Excellent interpersonal, problem solving, verbal and written communication skills.
  • Self-motivated and able to work independently as well as in a team environment.