{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/gwkinvestmentmanagementllc/jobs/4674570005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4425450005,"location":{"name":"Boston, MA"},"metadata":null,"id":4674570005,"updated_at":"2026-06-08T08:39:48-04:00","requisition_id":"106","title":"Associate Client Portfolio Manager","company_name":"GW\u0026K Investment Management, LLC","first_published":"2026-03-19T12:05:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW\u0026amp;amp;K’s equity investment strategies.\u0026amp;nbsp; This client-facing role will involve presenting various equity strategies and performance to both existing and prospective clients across distribution channels and, importantly, partnering with internal stakeholders to support key initiatives and the overall Client Portfolio Management effort.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop deep knowledge of GW\u0026amp;amp;K’s equity strategies, including philosophy, process, portfolio positioning, and performance drivers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Sales and Client Service to support business development and asset retention across channels.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present investment philosophy, process, performance, and market insights to clients, prospects, consultants, and internal teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to monthly and quarterly investment commentary and presentation materials, create value-added content and client materials, respond to written ad hoc client requests in collaboration with Marketing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as an investment resource for client inquiries, due diligence, RFPs, and competitive analysis.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in investment meetings and strategy discussions as an integrated member of the equity team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple internal initiatives while maintaining strong organization and professionalism.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5 years of relevant investment industry experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA designation or progress toward the CFA charter required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong equity market knowledge and exposure to the US Small Cap market; experience in equity product, research, sales, or related client facing roles preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication skills (both verbal and written) with the ability to articulate investment concepts clearly and confidently.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional presence with strong interpersonal judgment and the ability to build trust across diverse audiences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analytical skill set with proficiency in Excel and PowerPoint; familiarity with FactSet and/or Bloomberg and synthesizing equity attribution preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, self-motivated, well-prepared, and able to balance investment team engagement with business development support.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Travel required.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW\u0026amp;amp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Base Salary Range\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;$100,000-$135,000 USD\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About GW\u0026amp;amp;K\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW\u0026amp;amp;K’s unique and highly collaborative culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The people who work at GW\u0026amp;amp;K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;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.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4010692005,"name":"Equity ","child_ids":[],"parent_id":null}],"offices":[{"id":4004111005,"name":"Boston Office ","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/gwkinvestmentmanagementllc/jobs/4688130005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4431958005,"location":{"name":"Winter Park, FL "},"metadata":null,"id":4688130005,"updated_at":"2026-06-08T08:39:48-04:00","requisition_id":"112","title":"Client Service Associate","company_name":"GW\u0026K Investment Management, LLC","first_published":"2026-04-23T08:20:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Client Service Associate acts as a liaison between client, portfolio manager, custodian, and the operations and reconciliation departments.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;Responsibilities\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Respond and resolve client requests/inquires on a timely basis.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor new accounts, set-up, closing accounts, and transfers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee and review account performance, cash outflows and inflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor asset allocation, cash balance, overdrafts, and investments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for upkeep of client’s permanent file.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research performance issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cash management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run daily, weekly, monthly reports.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and follow up for client meetings.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;Qualifications\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree, preferably in business, finance, or economics.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2 years of industry experience; managed account experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail oriented, possess strong organizational skills, work well under pressured time constraints while meeting strict deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be able to work well with all levels of management, possess good interpersonal skills, work independently and prioritize while handling several tasks at once.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate and perform in pressured situations in an efficient and professional manner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must demonstrate an ability and eagerness to learn about the financial industry as well as the particular philosophies and investment strategies of the company.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must possess a curiosity for learning and improving upon all aspects of the position including technological and organizational strategies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be proficient in Microsoft office applications, including Word and Excel.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based in our Winter Park, FL office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About GW\u0026amp;amp;K\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW\u0026amp;amp;K’s unique and highly collaborative culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The people who work at GW\u0026amp;amp;K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;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.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4010698005,"name":"Client Service - Advisory","child_ids":[],"parent_id":null}],"offices":[{"id":4004109005,"name":"Winter Park Office ","location":"Winter Park, Florida, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/gwkinvestmentmanagementllc/jobs/4688794005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4432296005,"location":{"name":"Boston, MA"},"metadata":null,"id":4688794005,"updated_at":"2026-06-08T08:39:48-04:00","requisition_id":"114","title":"Digital Marketing Lead, Client Engagement Platforms","company_name":"GW\u0026K Investment Management, LLC","first_published":"2026-04-24T13:54:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Digital Marketing Lead is responsible for implementing and executing GW\u0026amp;amp;K’s overall digital marketing roadmap across all market channels, with a focus on email marketing, CRM integration, and website management platforms. The successful candidate will work collaboratively with Distribution, Channel Marketing, Content, and Creative to deliver targeted, data-driven campaigns that ultimately generate leads and expand GW\u0026amp;amp;K’s overall footprint within our market channels.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Email Marketing:\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build and execute segmented email campaigns, workflows, and nurture programs within HubSpot.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage personalization, dynamic content, and A/B testing to improve engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor campaign performance (open rates, CTR, conversions) and continuously optimize.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain database hygiene, segmentation logic, and lead scoring frameworks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support distribution teams through content delivery and tracking via our sales enablement tool.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure consistent messaging across all digital and sales touchpoints.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop lifecycle campaigns aligned to advisor and institutional client journeys.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Website and CMS Management:\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage website content, landing pages, and campaign microsites using our CMS tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Content to publish insights as well as thought leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish a seamless process for content posting, partner with internal teams to optimize the user experience, and improve website design.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optimize user experience, SEO, and conversion pathways.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Incorporate GA4/SEO best practices and develop a data-driven marketing strategy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop a roadmap for enhancements \u0026amp;amp; future web development in conjunction with Marketing and senior management.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Analytics \u0026amp;amp; Optimization:\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with the Enterprise Data \u0026amp;amp; Analytics team to efficiently use our CRM system for segmentation of contacts and capturing and evaluating results.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide insights to marketing and sales leadership; develop reporting dashboards showing results, customizing for various internal partners, including senior management, Marketing management, distribution leaders, and members of our sales teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze campaign effectiveness and optimize segmentation, messaging, and timing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure solid governance to meet legal and regulatory requirements on digital channels.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Social Media \u0026amp;amp; LinkedIn:\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support the ongoing management and growth of GW\u0026amp;amp;K’s LinkedIn presence, building on recent increases in content output and engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Content and Channel Marketing teams to publish and promote posts, ensuring consistency in messaging and alignment with broader campaigns.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track basic engagement metrics (followers, impressions, engagement) and provide insights to help inform content strategy and improve performance over time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in evaluating opportunities for and setting up paid LinkedIn campaigns, including audience targeting and content amplification, as the firm evolves its social media strategy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure LinkedIn activity is coordinated with email, website, and broader marketing initiatives to support a consistent client experience.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Digital Marketing \u0026amp;amp; Lifecycle Strategy:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Bachelor’s degree required. Must have 8+ years of digital marketing experience, with a strong focus on email marketing, automation, and lifecycle campaign development. Experience within financial services or intermediary/institutional channels preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Marketing Automation \u0026amp;amp; CRM Platforms:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Must have hands-on experience building and optimizing campaigns in automation platforms such as HubSpot. Requires working knowledge of CRM systems. Ability to translate business needs into scalable workflows, segmentation, and lead management processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Segmentation \u0026amp;amp; Personalization:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Proven ability to build and manage audience segmentation, personalization strategies, and lead scoring frameworks to enhance engagement and conversion across channels.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Website \u0026amp;amp; CMS Management:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Experience managing and optimizing websites and landing pages using WordPress or similar CMS platforms; understanding of UX/UI best practices, conversion optimization, and content publishing workflows. Visual design skills are a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Sales Enablement Integration:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Familiarity with tools such as Seismic or similar platforms; ability to align marketing campaigns with sales distribution efforts and ensure seamless content delivery and tracking.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data Analytics \u0026amp;amp; Performance Optimization:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Strong analytical mindset with experience leveraging tools such as Google Analytics (GA4) and CRM reporting to evaluate campaign performance; ability to derive actionable insights and continuously optimize targeting, messaging, and channel effectiveness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Project Management \u0026amp;amp; Execution:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Strong organizational skills with the ability to manage multiple campaigns and priorities simultaneously; experience working cross-functionally with marketing, content, creative, and sales teams to deliver integrated campaigns.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Communication \u0026amp;amp; Stakeholder Management:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Excellent written and verbal communication skills; ability to present insights and campaign results to stakeholders across varying levels of the organization, including senior leadership.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW\u0026amp;amp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Base Salary Range\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;$135,000-$165,000 USD\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About GW\u0026amp;amp;K\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW\u0026amp;amp;K’s unique and highly collaborative culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The people who work at GW\u0026amp;amp;K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;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.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4010699005,"name":"Marketing ","child_ids":[],"parent_id":null}],"offices":[{"id":4004111005,"name":"Boston Office ","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/gwkinvestmentmanagementllc/jobs/4688254005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4432016005,"location":{"name":"Boston, MA"},"metadata":null,"id":4688254005,"updated_at":"2026-06-08T08:39:48-04:00","requisition_id":"113","title":"Fixed Income Portfolio \u0026 Data Analyst","company_name":"GW\u0026K Investment Management, LLC","first_published":"2026-04-23T12:20:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Fixed Income Portfolio \u0026amp;amp; Data Analyst supports the firm\u0026#39;s Municipal and Taxable Fixed Income investment teams through strategy attribution, portfolio positioning and characteristics analysis, and risk controls reporting. As a member of the Enterprise Data \u0026amp;amp; Analytics (ED\u0026amp;amp;A) team, this role serves as the primary analytical bridge between the fixed income investment professionals and the firm\u0026#39;s broader reporting and data infrastructure. The analyst will manage recurring weekly and monthly deliverables, respond to daily ad-hoc requests from portfolio managers, and support the broader ED\u0026amp;amp;A team with custom client requests, marketing material production, and RFP/DDQ responses.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Produce and maintain fixed income reporting (attribution, positioning, characteristics, and risk) on a recurring and ad hoc basis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and enhance Bloomberg PORT Enterprise views, groupings, and reports to support portfolio analysis and investment decisions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize BQL and BQuant to extract, analyze, and improve portfolio and market data workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as the primary analytics partner to fixed income investment teams, delivering insights and addressing ad hoc requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support creation and review of client-facing materials, including marketing content, factsheets, pitchbooks, RFPs, and DDQs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with custom analyses and deliverables for clients, including portfolio comparisons and investment illustrations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead or contribute to initiatives that improve reporting efficiency, automation, and analytics capabilities (e.g., SQL, Power BI, Power Automate, generative AI tools)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure accuracy and integrity of portfolio, benchmark, performance, and attribution data across all outputs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Finance, Economics, Mathematics, Accounting, or a related field.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3–5 years of experience in fixed income analytics, portfolio analysis, or investment performance within asset management or financial services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of fixed income concepts including yield curves, duration, convexity, spreads, credit, sector allocation, attribution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Bloomberg PORT Enterprise including experience with BQL and BQuant.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced Excel skills (formulas, pivot tables, data modeling, charting).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to analyze and clearly communicate attribution results to both technical and non-technical audiences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical, problem-solving, and organizational skills; able to manage multiple deadlines in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative team player with experience working across investment, marketing, compliance, and client service teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA charterholder or progress towards designation preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Python, VBA, SQL, Power BI, Power Automate, or similar tools preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with generative AI tools for analytics or workflow enhancement.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW\u0026amp;amp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Base Salary Range\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;$90,000-$130,000 USD\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About GW\u0026amp;amp;K\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW\u0026amp;amp;K’s unique and highly collaborative culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The people who work at GW\u0026amp;amp;K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;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.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4010705005,"name":"Enterprise Data and Analytics","child_ids":[],"parent_id":null}],"offices":[{"id":4004111005,"name":"Boston Office ","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/gwkinvestmentmanagementllc/jobs/4540613005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":null,"location":{"name":"Boston, MA"},"metadata":null,"id":4540613005,"updated_at":"2026-06-08T08:39:48-04:00","requisition_id":null,"title":"General Application – Join Our Talent Network","company_name":"GW\u0026K Investment Management, LLC","first_published":"2025-03-14T15:08:12-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;For candidates interested in GW\u0026amp;amp;K but without a specific role in mind.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About GW\u0026amp;amp;K\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW\u0026amp;amp;K’s unique and highly collaborative culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The people who work at GW\u0026amp;amp;K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;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.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[],"offices":[]},{"absolute_url":"https://job-boards.greenhouse.io/gwkinvestmentmanagementllc/jobs/4695862005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4436040005,"location":{"name":"Boston, MA"},"metadata":null,"id":4695862005,"updated_at":"2026-06-08T08:39:48-04:00","requisition_id":"115","title":" US Channel Marketing Manager","company_name":"GW\u0026K Investment Management, LLC","first_published":"2026-05-15T12:12:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Overview\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K Investment Management seeks an experienced Channel Marketing Manager to lead the development and execution of integrated marketing campaigns, including driving new content development, coordinating webinars/events and managing partner materials submissions. This individual will directly drive the growth and success of key distribution channels, including RIAs, broker-dealers, and wirehouses, by facilitating engagement and supporting business objectives.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role will be responsible for increasing advisor engagement and accomplishing channel objectives through multi-channel \u0026amp;nbsp;marketing initiatives. Success in this position will have a measurable impact on advancing business priorities in collaboration with the broader marketing team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Channel Marketing Manager will work closely with National Accounts and Sales teams to align marketing programs with distribution priorities, while serving as the primary liaison between advisory distribution channels and GW\u0026amp;amp;K’s marketing organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role will play a key part in developing and evolving GW\u0026amp;amp;K’s advisory channel marketing efforts. Responsibilities include expanding digital engagement, enhancing advisor-facing campaigns, and building GW\u0026amp;amp;K’s channel function as the business continues to grow.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead the planning and execution of integrated marketing campaigns aligned to channel priorities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define channel-specific marketing approaches, including target audiences, messaging, and campaign strategies, in collaboration with Marketing and Business Development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with digital, social, creative and content teams to deliver cohesive, cross-channel campaigns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with National Accounts and Sales to support platform initiatives, partner campaigns, and advisor outreach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary point of contact for advisory channel marketing needs, ensuring alignment across stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support and enhance sales enablement efforts, including content development, effective use of tools such as Seismic and LinkedIn as well as ensuring the delivery of campaign intelligence to support sales efforts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor trends across the U.S. wealth channel landscape and apply insights to refine channel marketing efforts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage campaign execution, including timelines, deliverables, and cross-functional coordination\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee compliance submission and approval processes for marketing materials\u0026amp;nbsp; at sponsor firms’ compliance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and analyze campaign performance, providing relevant insights and recommendations to improve effectiveness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to the development of reporting systems that track progress against engagement and business objectives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proven track record of developing and executing integrated, multi-channel marketing strategies within channels (RIA, broker-dealer, wirehouse)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Marketing, Communications, or a related field. Equivalent professional experience is also acceptable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;7–10+ years of experience in investment management marketing or distribution. Experience with separately managed account distribution is preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to manage campaigns, priorities, and stakeholders in fast-paced settings. Highly organized and attentive to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience partnering with Sales and National Accounts to support distribution initiatives, advisor engagement, and growth objectives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solid understanding of channel dynamics, including platform relationships and advisor-facing marketing approaches\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of marketing and compliance requirements when executing campaigns with wirehouses and broker-dealers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience using marketing and sales enablement tools such as Microsoft Dynamics, HubSpot, Seismic, and LinkedIn. Ability to leverage data and analytics to inform decision-making.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What Success Will Look Like:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver and execute integrated campaigns aligned to channel priorities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Increase advisor engagement across key distribution channels\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strong partnerships with Sales, National Accounts, Marketing and Compliance teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present actionable insights through campaign reporting and performance analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish scalable processes to support ongoing channel marketing efforts\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW\u0026amp;amp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Base Salary Range\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;$165,000-$180,000 USD\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About GW\u0026amp;amp;K\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW\u0026amp;amp;K’s unique and highly collaborative culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The people who work at GW\u0026amp;amp;K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;GW\u0026amp;amp;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.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4010699005,"name":"Marketing ","child_ids":[],"parent_id":null}],"offices":[{"id":4004111005,"name":"Boston Office ","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":6}}