Client Integration Manager
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Job Location:
Boston, NH - USA
Monthly Salary:
$ 120000 - 225000
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
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
Tracing our roots to 1928 Wellington Management Company LLP is one of the worlds largest independent investment management firms. With over US$1 trillion in assets under management as of 31 December 2024 we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary independent research and span nearly all segments of the global capital markets including equity fixed income multi-asset and alternative strategies.
As a private partnership whose sole business is investment management our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce and to fostering an open collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer we welcome people with diverse life experiences fresh ideas and specialized subject-matter expertise.
Position
The Client Integration (CI) Manager position operates within Client Transition Services (CTS) and the broader Global Operations function and is responsible for overseeing the planning coordination and oversight of various client and fund lifecycle events as well as transition and operational related events for Wellingtons sponsored fund ranges.
They will oversee the operational aspects of various client transition events including new mandate fundings terminations all asset-in-kind flows and product/portfolio changes through effective project management with an emphasis on operational risk and control environment. The CI Manager will work closely with other teams across the infrastructure investment and client platforms to ensure a well-executed and risk managed transition event. A substantial amount of time will be devoted to both internal cross functional co-ordination and external communication with clients transition managers custodian banks third party accounting agents outsourcing providers and vendors.
The CI Manager would engage the organization appropriately to overseeing the planning coordination and oversight of various client and fund lifecycle events ensuring that all appropriate parties and functional groups are informed involved and engaged in the transition process.
This includes the evaluation of the complexity special requirements and risks associated with each event while also considering ongoing servicing requirements. Each event may require multiple adjustments to strategy and execution depending on client needs and internal business policies and standards.
Qualifications
The Client Integration Manager is expected to have 10 years in the investment management industry. Characteristics for success in the role include:
- Bachelors degree in finance or related field
- Broad knowledge of the investment processes and operational topics including various investment strategies custody operations fund administration/accounting and deep securities knowledge (including derivatives) and operational infrastructure and security lifecycles
- Excellent organizational project planning and execution skills including the ability to prioritize and multi-task under time constraints
- Able to take leadership role for client events and operational issues bringing parties to a consensus
- Problem solving skills in terms of understanding client objectives and developing effective and appropriate solutions
- Strong business judgment and risk awareness including the ability to synthesize complex issues and effectively balance competing objectives
- Exceptional communication skills and ability to thrive in a team environment
- Ability to develop and maintain professional relationships with clients other functions and other offices
JOB TITLE
Client Integration ManagerJOB FAMILY
Client GroupLOCATION
280 CongressNot 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:
USD 120000 - 225000This 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 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 back-up childcare tuition/CFA reimbursement and paid time off (leave of absencepaid holidays volunteer sick and vacation time).
We believe that in person interactions inspire and energize our community and are essential to our support of this commitment our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
If Napoleon had met this Wellington, Waterloo would have taken on a whole new meaning: sound asset management. Wellington Management oversees investments for more than 2,000 institutional clients in some 50 countries. It has approximately $620 billion of assets under management. Clien ... View more
