Relationship Manager - National Accounts

GW&K Investment Management, LLCBoston, MA
79d

About The Position

The Relationship Manager will be responsible for proactively managing client relationships to ensure seamless delivery of GW&K’s products and services.

Requirements

  • 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

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
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