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 long-term view that aligns our perspectives with those of our clients.

About the Role

We are seeking an experienced professional who is exceptional at relationship management to focus on building and maintaining a strong and mutually beneficial business relationship with institutional clients in the North American market. This individual will partner closely with the Business Development Managers on shared accounts and lead engagements with clients to understand their investment goals and servicing needs as well as addressing any issues concerns or opportunities.

The Relationship Manager will be focused on growing and maintaining existing relationships. They will play a key role in client retention efforts including defense strategies as well as cross-selling efforts. The individual will collaborate with internal teams to onboard new client accounts and ensure compliance with applicable regulations.

Responsibilities

Responsibilities will include (but not limited to) the following:

• Independently and proactively lead engagements with clients to understand their investment and servicing needs including discussing their portfolios with Wellington providing high level service expertise and hosting client meetings as required.
• Act as a strategic thought partner to the Business Development Manager on shared accounts analyze performance data investment characteristics and risk profiles of client portfolios and conduct portfolio reviews.
• Serve as a central point of contact internally and externally to ensure servicing needs are met.
• Prepare for lead/attend and provide follow-up on client meetings and inquiries.
• Possess a deep understanding of the industry in which their clients operate such as insurance companies pension funds endowments sovereign wealth funds and government bodies.
• Understand clients overall objectives that influence their investment and servicing requirements.
• Work closely with subject matter experts firmwide to onboard new client accounts and process subsequent cash flows. Partner with other functional areas to address client issues concerns and opportunities.
• Identify opportunities to create efficiencies and assist in internal initiatives to implement recommendation.
• Foster an inclusive culture of collaboration and excellence and being a role model to the rest of the team.

Qualifications

We are looking for candidates with:

• 10 years of relevant experience in the investment industry and have a solid understanding of institutional clients needs in North America.
• Candidates with broad asset management knowledge (asset allocation risk-based capital analysis etc.) and across all asset classes will be viewed favorably.
• The individual should possess broad investment knowledge of the capital markets with the ability to communicate market insights to clients and represent fixed income equity and asset allocation portfolios to institutional clients.
• An entrepreneurial business builder self-starting and motivated to build a business.
• Capability to independently manage and lead client engagements many with multiple asset management assignments with our firm.
• Presence as a thought leader and with the ability to engage external audiences.
• Ability to work under pressure in a fast-paced environment that requires exceptional teamwork.
• Proactivity and willingness to learn and grow within the role.
• Proficiency in written communication and strong presentation skills.
• CFA/CAIA or advanced degree is strongly preferred.
• Series 7 & 63 preferred.

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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 considers all qualified applicants will receive 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: