Associate Relationship Manager US Wealth

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profile Job Location:

Boston, NH - USA

profile Monthly Salary: $ 90000 - 180000
Posted on: 6 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

THEPOSITION

We are seeking a dynamic Associate Relationship Manager to join ourUS WealthManagement Team within theClientPlatform.TheAssociateRelationshipManagerwillbebasedout ofourBoston or New Yorkoffice andwill partner withRelationshipManagers andBusinessDevelopmentManagers todeliver exceptionalclientservicingand relationship management acrossthewealth channel in theUS.

RESPONSIBILITIES

The Associate Relationship Manager supports the Relationship Manager as the primary internal and external point of contact.This role focuses on meetingour clientsservicing needswhiledeepening relationships through proactive multitouch engagement.The ideal candidate willwillpossessa deep understanding of the investment strategies in which their clients have allocations anddemonstratein-depth knowledge of the client marketplace including regulatory accounting tax and asset allocation considerations. The Associate Relationship Manager will work closely with subject matterexpertsfirmwidetouncover andonboardnewclientaccountsproactivelycontribute todefensework to retain at risk mandates serve in a broader supporting role as appropriate (eg:oversee analyst activity assist in internal initiativesetc.)facilitate client meetings (eg:portfolio reviews due diligence meetings etc.)and act as a proxy to Relationship Manager in client relationships as and when required.

ESSENTIALSKILLS

Thefollowingskillsarefortherole:

Acumenand passionTheidealcandidatewill have6-10years ofexperiencewithinthe investmentindustry andpossessa deep understanding of theUS wealthinvestment landscape.Thisrolerequiresastrategicthinkerwithapassionforbuildingand nurturing client relationships and delivering exceptional service to institutional and wealth investors.

SuperiorcollaborationThisrolerequiresagreatdealofteamworkandcollaborationacrossWellington.Thesuccessfulcandidate willenjoybeing anindividualcontributor withinahighlycollaborative team andembrace the benefits ofoverlapping lines ofidea generation. This person will build strong trusting relationships with clients industrycontacts as wellasinternalcolleaguesand recognize the benefits of diverse perspectives.

GrowthmindsetTheflexibilityand opennesstocontinuelearningevolvingandgrowingis.Thesuccessfulcandidatewill have a global perspective and creative approach for thinking about innovation and the future of the business.

Strive for excellence Thecandidatewill be ambitious driven andseektodifferentiate him or herself byconsistently producinghigh-qualitywork.They willunderstandit is a competitivebusiness andknow we can earn trust and grow client relationships by delivering excellent client service.

OTHERQUALIFICATIONS

Asuccessfulcandidate willalsohavethefollowingqualifications:

  • Deepunderstandingoffinancialmarketsandassetmanagementindustry.
  • Willingnesstotravelwithinthe US.
  • Ability tocollaboratewithexperiencedcross-functionalteams.
  • Stronginterpersonalskillsandexperienceinacollaborativeteam-basedresults-orientedenvironment.
  • Independenceofthoughtintellectualcuriosityandentrepreneurialnature.
  • Strongworkethicandattentiontodetail.
  • Strategicand tacticalthinkerwithsolidorganizationalskills.
  • Ability to communicate (verbally and in writing) clearly with conviction and contribute to an open dialogue.
  • Comfortableandarticulatespeakerandpresenter.
  • Possessmaturitypolishandpersonalpresence

JOB TITLE

Associate Relationship Manager - US Wealth

JOB FAMILY

Client Group

LOCATION

280 Congress

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:

USD 90000 - 180000

This 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

About UsWellington 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 pr...
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About Company

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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

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