Summary:

The Digital Marketing Lead is responsible for implementing and executing GW&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&K’s overall footprint within our market channels.

Responsibilities:

• Email Marketing:
  • Build and execute segmented email campaigns, workflows, and nurture programs within HubSpot.
  • Leverage personalization, dynamic content, and A/B testing to improve engagement.
  • Monitor campaign performance (open rates, CTR, conversions) and continuously optimize.
  • Maintain database hygiene, segmentation logic, and lead scoring frameworks.
  • Support distribution teams through content delivery and tracking via our sales enablement tool.
  • Ensure consistent messaging across all digital and sales touchpoints.
  • Develop lifecycle campaigns aligned to advisor and institutional client journeys.

• Website and CMS Management:
  • Manage website content, landing pages, and campaign microsites using our CMS tools.
  • Partner with Content to publish insights as well as thought leadership.
  • Establish a seamless process for content posting, partner with internal teams to optimize the user experience, and improve website design.
  • Optimize user experience, SEO, and conversion pathways.
  • Incorporate GA4/SEO best practices and develop a data-driven marketing strategy.
  • Develop a roadmap for enhancements & future web development in conjunction with Marketing and senior management.

• Analytics & Optimization:
  • Partner with the Enterprise Data & Analytics team to efficiently use our CRM system for segmentation of contacts and capturing and evaluating results.
  • 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.
  • Analyze campaign effectiveness and optimize segmentation, messaging, and timing.
  • Ensure solid governance to meet legal and regulatory requirements on digital channels.

• Social Media & LinkedIn:
  • Support the ongoing management and growth of GW&K’s LinkedIn presence, building on recent increases in content output and engagement.
  • Partner with Content and Channel Marketing teams to publish and promote posts, ensuring consistency in messaging and alignment with broader campaigns.
  • Track basic engagement metrics (followers, impressions, engagement) and provide insights to help inform content strategy and improve performance over time.
  • 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.
  • Ensure LinkedIn activity is coordinated with email, website, and broader marketing initiatives to support a consistent client experience.

Qualifications:

• Digital Marketing & Lifecycle Strategy:
  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.
• Marketing Automation & CRM Platforms:
  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.
• Segmentation & Personalization:
  Proven ability to build and manage audience segmentation, personalization strategies, and lead scoring frameworks to enhance engagement and conversion across channels.
• Website & CMS Management:
  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.
• Sales Enablement Integration:
  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.
• Data Analytics & Performance Optimization:
  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.
• Project Management & Execution:
  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.
• Communication & Stakeholder Management:
  Excellent written and verbal communication skills; ability to present insights and campaign results to stakeholders across varying levels of the organization, including senior leadership.

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

$135,000-$165,000 USD

Summary:

The Fixed Income Portfolio & Data Analyst supports the firm'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 & Analytics (ED&A) team, this role serves as the primary analytical bridge between the fixed income investment professionals and the firm'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&A team with custom client requests, marketing material production, and RFP/DDQ responses.

Responsibilities:

• Produce and maintain fixed income reporting (attribution, positioning, characteristics, and risk) on a recurring and ad hoc basis
• Develop and enhance Bloomberg PORT Enterprise views, groupings, and reports to support portfolio analysis and investment decisions
• Utilize BQL and BQuant to extract, analyze, and improve portfolio and market data workflows
• Act as the primary analytics partner to fixed income investment teams, delivering insights and addressing ad hoc requests
• Support creation and review of client-facing materials, including marketing content, factsheets, pitchbooks, RFPs, and DDQs
• Assist with custom analyses and deliverables for clients, including portfolio comparisons and investment illustrations
• Lead or contribute to initiatives that improve reporting efficiency, automation, and analytics capabilities (e.g., SQL, Power BI, Power Automate, generative AI tools)
• Ensure accuracy and integrity of portfolio, benchmark, performance, and attribution data across all outputs

Qualifications:

• Bachelor’s degree in Finance, Economics, Mathematics, Accounting, or a related field.
• 3–5 years of experience in fixed income analytics, portfolio analysis, or investment performance within asset management or financial services.
• Strong knowledge of fixed income concepts including yield curves, duration, convexity, spreads, credit, sector allocation, attribution.
• Proficiency with Bloomberg PORT Enterprise including experience with BQL and BQuant.
• Advanced Excel skills (formulas, pivot tables, data modeling, charting).
• Ability to analyze and clearly communicate attribution results to both technical and non-technical audiences.
• Strong analytical, problem-solving, and organizational skills; able to manage multiple deadlines in a fast-paced environment.
• Collaborative team player with experience working across investment, marketing, compliance, and client service teams.
• CFA charterholder or progress towards designation preferred.
• Experience with Python, VBA, SQL, Power BI, Power Automate, or similar tools preferred.
• Familiarity with generative AI tools for analytics or workflow enhancement.

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

$90,000-$130,000 USD

Summary

The Client Service Associate acts as a liaison between client, portfolio manager, custodian, and the operations and reconciliation departments.

Responsibilities

• Respond and resolve client requests/inquires on a timely basis.
• Monitor new accounts, set-up, closing accounts, and transfers.
• Oversee and review account performance, cash outflows and inflows.
• Monitor asset allocation, cash balance, overdrafts, and investments.
• Responsible for upkeep of client’s permanent file.
• Research performance issues.
• Cash management.
• Run daily, weekly, monthly reports.
• Prepare and follow up for client meetings.

Qualifications

• Bachelor’s degree, preferably in business, finance, or economics.
• 2 years of industry experience; managed account experience preferred.
• Must be detail oriented, possess strong organizational skills, work well under pressured time constraints while meeting strict deadlines.
• 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.
• Ability to communicate and perform in pressured situations in an efficient and professional manner.
• Must demonstrate an ability and eagerness to learn about the financial industry as well as the particular philosophies and investment strategies of the company.
• Must possess a curiosity for learning and improving upon all aspects of the position including technological and organizational strategies.
• Must be proficient in Microsoft office applications, including Word and Excel.

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. 

Summary:

The Office Manager is responsible for delivering comprehensive administrative and operational support to the Florida office. This role ensures a well-organized, efficient, and professional workplace environment while supporting the broader Florida team through coordination of office operations, facilities, logistics, and employee experience initiatives.

Responsibilities:

• Oversee day-to-day office operations and serve as the primary point of contact for property management and building services.
• Coordinate all facilities-related needs, including maintenance, utilities, janitorial services, mail operations, and safety compliance.
• Maintain a clean, organized, and fully functional office environment, proactively identifying and addressing issues.
• Manage purchasing, budgeting, and inventory for office supplies, kitchen items, and other workplace essentials.
• Provide administrative support to the Florida team, including managing calls, scheduling meetings, preparing materials, and responding to general office requests.
• Partner with IT to support office technology and infrastructure, including workstation setup, conference room functionality, and coordination of technical needs.
• Coordinate employee experience initiatives such as wellness programs, office events, volunteer opportunities, and engagement activities.
• Communicate office-related updates, policies, and procedures to employees.
• Coordinate logistics for meetings, visitors, and internal events.
• Provide backup reception and administrative coverage for the Boston office as needed.

Qualifications:

• 2–5 years of experience in office management, workplace operations, administrative support, or a related field.
• Experience coordinating vendors, facilities, or office services.
• Strong organizational skills with the ability to manage multiple priorities and adapt in a fast-paced environment.
• Excellent interpersonal and communication skills, with a customer-service mindset and a focus on employee experience.
• High level of professionalism, discretion, and reliability.
• Proficiency in Microsoft Office and comfort with workplace technology tools

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. 

Summary:

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&K’s equity investment strategies.  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.

Responsibilities:

• Develop deep knowledge of GW&K’s equity strategies, including philosophy, process, portfolio positioning, and performance drivers.
• Partner with Sales and Client Service to support business development and asset retention across channels.
• Present investment philosophy, process, performance, and market insights to clients, prospects, consultants, and internal teams.
• 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.
• Serve as an investment resource for client inquiries, due diligence, RFPs, and competitive analysis.
• Participate in investment meetings and strategy discussions as an integrated member of the equity team.
• Manage multiple internal initiatives while maintaining strong organization and professionalism.

Qualifications:

• Minimum 5 years of relevant investment industry experience.
• CFA designation or progress toward the CFA charter required.
• Strong equity market knowledge and exposure to the US Small Cap market; experience in equity product, research, sales, or related client facing roles preferred.
• Excellent communication skills (both verbal and written) with the ability to articulate investment concepts clearly and confidently.
• Professional presence with strong interpersonal judgment and the ability to build trust across diverse audiences.
• Analytical skill set with proficiency in Excel and PowerPoint; familiarity with FactSet and/or Bloomberg and synthesizing equity attribution preferred.
• Highly organized, self-motivated, well-prepared, and able to balance investment team engagement with business development support.
• 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

$100,000-$135,000 USD

Summary:

The Taxable Bond Portfolio Analyst will support portfolio managers and traders in managing fixed income portfolios across corporate, government, agency MBS, and other sectors. This role requires strong quantitative, technology, and analytical skills to evaluate performance, monitor risk, and support investment decisions across taxable bond strategies.

Responsibilities:

• Monitor and analyze daily portfolio performance and risk exposures (duration, convexity, spread risk) across taxable bond strategies.
• Support portfolio managers and traders in implementing trade ideas, including modifying curve positioning and sector exposures.
• Monitor portfolios for adherence to client investment guidelines, regulatory requirements, and internal risk limits.
• Contribute to scenario analysis and stress testing to evaluate portfolio positioning relative to market events.
• Maintain internal models, dashboards, and databases used for monitoring and analysis.
• Prepare quarterly and monthly investment reports, including updated statistics, charts, and market commentary.
• Collaborate with marketing and client service teams to provide data for presentations and pitchbooks.
• Contribute to automation projects to streamline reporting and analysis using tools such as Python, VBA, or SQL.
• Partner with IT and the Enterprise Data and Analytics team to improve data accuracy and accessibility.
• Generate custom quantitative analysis and ad hoc support as needed.

Qualifications:

• Bachelor’s degree in finance, economics, mathematics, engineering, or a related field. Master’s degree in engineering or a quantitative discipline preferred.
• Strong analytical and technical skills with proficiency in Microsoft Excel (pivot tables, lookups, macros).
• Familiarity with Bloomberg, FactSet, Morningstar, or similar platforms.
• Experience with Python, SQL, VBA or R preferred.
• CFA charter or progress toward CFA designation preferred.
• Understanding of fixed income analytics including yield curves, duration, and credit risk.
• Team player with strong communication skills and ability to collaborate across investment, risk, and operations teams.
• Ability to manage multiple priorities in a dynamic, market-driven environment.

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

$90,000-$125,000 USD

For candidates interested in GW&K but without a specific role in mind.

Summary:

The Operations Specialist supports key functions within Investment Operations, with a focus on portfolio reconciliation and corporate actions processing. This role is responsible for ensuring the accuracy and integrity of client account data while partnering across teams to resolve discrepancies and support ongoing operational initiatives.

Responsibilities:

• Provide operational support for advisory, private wealth, and institutional accounts.
• Perform daily and monthly reconciliations using automated systems to ensure accounts and positions are accurate and in proof.
• Research and resolve cash, transaction, and position discrepancies between internal systems and custodians.
• Conduct daily data validation checks; investigate and resolve data integrity issues in a timely manner.
• Monitor corporate actions dashboards and related data sources to ensure timely and accurate processing of events.
• Coordinate with portfolio managers and traders to execute corporate action elections.
• Partner with trading to manage security-level trade restrictions as needed.
• Process transactions in core accounting systems to support client account activity.
• Communicate with custodians to confirm proper booking of corporate actions.
• Ensure corporate action events are accurately reflected in client accounts and reconcile appropriately.
• Collaborate with internal teams (Trading, Portfolio Management, Client Service, Technology) to resolve issues and improve processes.
• Support ad hoc projects and initiatives as assigned.

Qualifications:

• Bachelor’s degree in finance, economics, or a related field
• 1–2 years of relevant experience in investment operations, accounting, or financial services; familiarity with equities and fixed income securities is a plus
• Strong attention to detail and commitment to data accuracy
• Proficiency in Excel and Microsoft Office; comfort learning new systems and tools
• Familiarity with SQL, Gresham Control for IM, and Eagle Investment Systems a plus
• Analytical mindset with the ability to investigate issues, identify root causes, and resolve discrepancies
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Effective communication and collaboration skills across cross-functional teams
• Intellectual curiosity and a proactive approach to problem-solving and process improvement

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

$60,000-$65,000 USD

Summary:

The Operations Specialist supports key functions within Investment Operations, with a specific focus on trade settlements. This role ensures the timely and accurate processing of trades by coordinating with brokers, custodians, and internal teams to resolve issues and maintain efficient post-trade operations. The position also contributes to process improvements and operational initiatives as needed.

Responsibilities:

• Support the timely settlement of fixed income and equity trades by coordinating with brokers, custodians, and internal teams
• Monitor and manage trade allocations and affirmations Charles River OMS, DTCC products, and other platforms
• Monitor electronic trade confirmations via DTC and reconcile broker confirmations against internal systems
• Identify, investigate, and resolve trade discrepancies prior to settlement to minimize risk
• Submit trade allocations and instructions to counterparties via electronic platforms and other communication channels
• Maintain and update delivery instructions across internal systems and DTCC ALERT to ensure accurate trade processing
• Preserve trade-related records, data files, and documentation
• Assist in onboarding new trading or custody accounts, including coordination of required documentation
• Prepare and report trade settlement metrics to management on a regular basis
• Identify opportunities to improve workflows, systems, and trade settlement processes
• Support special projects and additional responsibilities as assigned

Qualifications:

• Bachelor’s degree in finance, economics, or a related field
• 2–3 years of relevant experience in investment operations and trade settlements; experience with fixed income and equity securities required
• Experience with Charles River Development post-trade functionality strongly preferred
• Familiarity with SQL, database tools, Investortools Perfom, Gresham Control for IM, Eagle Investment Systems, and derivatives a plus
• Strong attention to detail and commitment to data accuracy
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Effective communication and collaboration skills across cross-functional teams

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

$65,000-$75,000 USD