Relationship Analyst - US Wealth
Relationship Analyst - US Wealth
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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
Wellington Management is seeking a highly motivated and detailoriented Relationship Analyst (RA) to join our US Wealth team. This individual will play a critical role in supporting the firms sales and relationship management efforts with wealth management clients across the United States. The RA will be responsible for coordinating a wide range of clientrelated activities partnering closely with relationship managers business development professionals and internal functional teams to ensure the seamless execution of each clients investment operational and reporting requirements. The ideal candidate will demonstrate strong analytical communication and organizational skills along with a commitment to delivering exceptional client service in a dynamic and collaborative environment.
RESPONSIBILITIES
Provide timely accurate and highquality support to the firms US Wealth clients including private banks wirehouses independent broker deals RIAs and other intermediaries.
Develop a strong understanding of Wellingtons investment strategies and how they align with the needs of wealth management clients.
Deliver customized client reporting and productlevel content within the US Wealth channel.
Build and maintain strong relationships with client and prospect contacts; participate in client meetings and calls as appropriate.
Collaborate effectively with internal stakeholders across Investment Products & Strategies Legal & Compliance Marketing and Operations to ensure a seamless client experience.
Prepare briefing materials and presentation decks for client meetings sales calls and internal strategy sessions.
Coordinate and execute operational aspects of client relationships including onboarding transitions guideline updates benchmark changes and account closures.
Conduct portfolio and business analysis to support client retention and new business development efforts.
Maintain awareness of industry trends peer group positioning and competitive intelligence to inform strategic initiatives.
Contribute to teamwide projects and initiatives that enhance the effectiveness and scalability of the US Wealth business.
Demonstrate flexibility and a teamoriented mindset by supporting colleagues during peak periods or on crossfunctional initiatives.
QUALIFICATIONS
Must be able to work in a fastpaced environment requiring focus creativity and problemsolving skills
Strong analytical and communication skills excellent judgment and the ability to learn quickly and manage simultaneous projects
The job entails extensive written and analytical work thus proficiency using both Microsoft Excel and Word are required and experience with Salesforce is a plus
A bachelors degree required with preference given to candidates with progress toward the CAIA designation CFA designation MBA or other graduate level degree.
At least two years prior experience in the investment industry
A positive attitude terrific work ethic very strong attention to detail and sense of humor are required.
Must be selfdirected and requires an individual who can work independently under tight time constraints and evolving priorities.
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 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:
IC
Employment Type
Full-Time
