Portfolio Advisor
Portfolio Advisor
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$ 65000 - 150000
1 Vacancy
Job Description
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions tailored to the unique return and risk objectives of institutional clients in more than 60 countries draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership we believe our ownership structure fosters a longterm view that aligns our perspectives with those of our clients.
About the Role
As part of Wellington Managements Client Platform the Portfolio Advisor will represent a range of Wellington Management investment strategies in interactions with clients financial advisors and distribution firm gatekeepers.
Wellington offers flexibility in location however must be willing to travel as needed.
The Portfolio Advisor will work in close partnership with other Business Development Relationship Management Consultant Relations Product Management and Portfolio Management/Investment teams. This Portfolio Advisor must possess investment and market knowledge and breadth to cover multiple investment strategies as a portfolio manager proxy.Strategies primarily include fundamental equities but may from time to time include fixed income balanced funds and alternative investments and candidate will ideally have experience with the ETF sales ecosystem Topics the Portfolio Advisor will discuss include overview of the firm/investment organization; descriptions of multiple funds investment approaches portfolio positioning and performance drivers; benefits/differences of an ETF vehicle; and views on capital markets and the economy. The Portfolio Advisor will interface primarily with investment professionals and sales leaders at Wellingtons subadvisory clients as well as financial advisors and gatekeepers. The settings for presentations will include national sales meetings regional financial advisor meetings office visits as well as conference calls. Presentations will range from large group meetings to oneonone sessions (e.g. gatekeepers at financial institutions) to dinner conversations. This is a relationshipfocused partnership with our subadvisory clients as well as a salesoriented role. Must be willing to travel and must be comfortable presenting.
ESSENTIAL SKILLS
Acumen and passion The successful candidate will have a strong client and relationship management skills and be capable of and excited to present a wide variety of investment strategies with audience members of varying degrees of sophistication. The individual will have a minimum of 8 years of experience within the investment industry and have a solid understanding of the needs of a broad range of client needs across institutional and retail channels. While we anticipate direct and constant access to product and investment professionals this role requires the ability to effectively communicate the investment philosophy and performance of sophisticated investments. The Portfolio Advisor should also be capable of managing multiple clients and a variety of activity and needs. The position will require extensive travel up to 4050 of the time when appropriate to do so.
Superior collaboration This role requires a great deal of teamwork and collaboration across Wellington. The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. A willingness to roll up sleeves and be a dynamic team player is a must. This client leader will build strong trusting relationships with clients and prospects industry contacts as well as internal colleagues and recognize the benefits of diverse perspectives.
Growth mindset The flexibility and openness to continue learning evolving and growing is critical to the role and team.
OTHER QUALIFICATIONS
A successful candidate will also have the following qualifications:
- Passion for the markets
- Ability to lead and collaborate with experienced crossfunctional deal teams
- Strong interpersonal skills and experience in a collaborative teambased resultsoriented environment
- Independence of thought intellectual curiosity and entrepreneurial nature
- Strong work ethic and attention to detail
- Strategic and tactical thinker with solid organizational skills
- Comfortable confident and articulate speaker and presenter including in front of large audience settings
- Ability to communicate (verbally and in writing) clearly with conviction and contribute to an open dialogue
- Possess maturity polish and personal presence
- Strong academic credentialsCAIA CFA preferred
- Selfstarter willing to operate without much management; comfortable taking a highly proactive approach to engagement with clients sales teams advisors gatekeepers
- Ideally experience/knowledge of ETFs
- Ideally prior sales experience
Not sure you meet 100 of our qualifications Thats ok. If you believe that you could excel in this role we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill workplace experiences and backgrounds.
As an equal opportunity employer Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race color sex sexual orientation gender identity gender expression religion creed national origin age ancestry disability (physical or mental) medical condition citizenship marital status pregnancy veteran or military status genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability or are assisting a candidate with a disability and require an accommodation to apply for one of our jobs please email us at .
At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary variable compensation and benefits. The base salary range for this position is:
USDThis range takes into account the wide range of factors that are considered when making compensation decisions including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salaryis only one component of Wellingtons total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives if eligible. In addition we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan health and wellbeing dental vision and pharmacy coverage health savings account flexible spending accounts and commuter program employee assistance program life and disability insurance adoption assistance backup childcare tuition/CFA reimbursement and paid time off (leave of absencepaid holidays volunteer sick and vacation time)
Required Experience:
Unclear Seniority
Employment Type
Full-Time
