Georgette Baxter Email & Phone Number

Boston, MA, US

Manage existing client and consultant relationships and identify new sources of capital by offering a broad spectrum of passive strategies in both pooled funds and customizable separate accounts.

Develop and manage existing client and consultant relationships and proactively identify new sources of capital within the institutional investor community.

Sales representative for startup division focusing on middle-market corporate retirement plans throughout the United States. Marketed multiple boutique firms offering a wide array of investment solutions to defined benefit and defined contribution plans.

Senior client relationship representative, designated as a single point of contact for the full suite of offered institutional investment solutions. Dually responsible for directly servicing approximately 40 Taft-Hartley accounts while maintaining managerial duties within the client service team.

Supervised ten direct reports and was responsible for hiring, training, mentoring, and compensation negotiations. Oversaw the team’s daily activities for 200+ Taft-Hartley accounts and resolved escalated client issues while creating a unified, solution-oriented work environment.

Partnered with business development and client service personnel to produce transaction reports, RFPs, and competitive market analysis for the Taft-Hartley team. Monitored cash flow requests and reconciled reporting and monetary inaccuracies.