Portfolio Advisor- Alternatives Wealth Sales
Portfolio Advisor- Alternatives Wealth Sales
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$ 100000 - 225000
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
We are seeking a talented driven individual to fill a Wealth Management Alternatives distribution role on the East Coast. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellingtons public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process. Were also looking for someone who can be a thought partner as we build a worldclass distribution and servicing model. The candidate will be entrepreneurial team oriented collaborative and will actively participate in prospecting territory management finals presentations and investment reviews. He or she will travel extensively to meet with east coast financial advisors and will also participate in national and regional focused meetings.
QUALIFICATIONS
Bachelors degree
710 years of demonstrated success in external sales with financial advisors and wire houses
Proven background in asset management and alternative investments
Expertise in managing a large territory including optimizing time allocation to maximize sales
Excellent communication & presentation skills with an ability to influence others
Strong ability to easily establish and maintain relationships
Ability and desire to learn
Series 6 & 63 Series 7
Proficient in Salesforce Excel and Outlook
CFA or CAIA additive but not required
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
