What are the responsibilities and job description for the Relationship Manager - National Accounts position at gwkinvestmentmanagementllc?
Summary
The Relationship Manager will oversee key advisory relationships—spanning wirehouses, regional and independent firms, and RIAs—serving as a strategic partner to ensure the effective delivery and positioning of GW&K’s investment solutions. The role emphasizes proactive engagement, relationship development, and collaboration to strengthen GW&K’s presence within the advisory marketplace.
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 per week in-office, 1 day per week remote.
The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.
Base Salary Range
$130,000-$175,000 USD
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.
Salary : $130,000 - $175,000