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

Wellington Management currently manages approximately $1.3 trillion in assets globally. The Americas Institutional Group (AIG) is seeking an experienced Business Development Manager focused on the Western region of the U.S. a strategically important market for the firm. This role partners with Public Fund Endowment and Foundation Corporate and Taft-Hartley clients and their consultants across the region driving new business development and asset growth while serving as a strategic thought partner to existing and prospective clients.

KEY RESPONSIBILITIES

Key responsibilities include:

• Develop and execute a regional business development strategy to drive asset growth across institutional clients and consultants in the Western U.S.
• Originate manage and convert new business opportunities by aligning client needs with Wellingtons investment capabilities.
• Build and deepen senior-level relationships with institutional allocators investment staff and consultants.
• Represent Wellingtons long-term investment philosophy through a consultative content-led approach.
• Partner closely with internal Relationship Management Consultant Relations Product Management and Portfolio Management teams to deliver coordinated high-quality client and prospect coverage across the region.
• Align client objectives with Wellingtons full range of investment capabilities across public and private markets including both existing and customized solutions.

ESSENTIAL SKILLS

The following essential skills are required for the role:

• Proven track record of developing institutional client relationships and generating new business across equity fixed income and alternative strategies
• Strategic consultative approach with the ability to influence senior decision-makers and translate complex investment capabilities into client-relevant solutions
• Strong collaborative skills and effectiveness in a matrixed environment partnering across client product infrastructure and investment teams
• Intellectual curiosity adaptability and a growth mindset with awareness of evolving market dynamics and client needs

QUALIFICATIONS

Additional qualifications and characteristics include:

• Minimum 10 years of experience within the investment industry
• Extensive leadership experience working with clients and related investment portfolios of institutional investors
• Independence of thought intellectual curiosity and an entrepreneurial nature
• Established credibility and commerciality with generating new business opportunities and managing relationships
• Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across firm
• Ability to navigate stressful situations with poise focused on being a calming presence active listener and pragmatic problem solver
• Ability to travel with frequency
• Ideally based in Wellingtons San Francisco office
• Strong academic credentials: MBA and/or CFA/CAIA (or equivalent) preferred though not required
• Series 7 and 63 licenses 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 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: