Associate Relationship Manager - US Wealth

Wellington Management•Boston, MA

1d•Hybrid

About The Position

THE POSITION We are seeking a dynamic Associate Relationship Manager to join our US Wealth Management Team within the Client Platform. The Associate Relationship Manager will be based out of our Boston or New York office and will partner with Relationship Managers and Business Development Managers to deliver exceptional client servicing and relationship management across the wealth channel in the US.

Requirements

Acumen and passion – The ideal candidate will have 6-10 years of experience within the investment industry and possess a deep understanding of the US wealth investment landscape. This role requires a strategic thinker with a passion for building and nurturing client relationships and delivering exceptional service to institutional and wealth investors.
Superior collaboration – This role requires a great deal of teamwork and collaboration across Wellington. The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. This person will build strong, trusting relationships with clients, industry contacts as well as internal colleagues and recognize the benefits of diverse perspectives.
Growth mindset – The flexibility and openness to continue learning, evolving and growing is required. The successful candidate will have a global perspective and creative approach for thinking about innovation and the future of the business.
Strive for excellence – The candidate will be ambitious, driven and seek to differentiate him or herself by consistently producing high-quality work. They will understand it is a competitive business and know we can earn trust and grow client relationships by delivering excellent client service.
Deep understanding of financial markets and asset management industry.
Willingness to travel within the US.
Ability to collaborate with experienced, cross-functional teams.
Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment.
Independence of thought, intellectual curiosity, and entrepreneurial nature.
Strong work ethic and attention to detail.
Strategic and tactical thinker with solid organizational skills.
Ability to communicate (verbally and in writing) clearly with conviction and contribute to an open dialogue.
Comfortable and articulate speaker and presenter.
Possess maturity, polish, and personal presence

Responsibilities

The Associate Relationship Manager supports the Relationship Manager as the primary internal and external point of contact.
This role focuses on meeting our clients’ servicing needs while deepening relationships through proactive, multi‑touch engagement.
The ideal candidate will will possess a deep understanding of the investment strategies in which their clients have allocations and demonstrate in-depth knowledge of the client marketplace, including regulatory, accounting, tax, and asset allocation considerations.
The Associate Relationship Manager will work closely with subject matter experts firmwide to uncover and onboard new client accounts, proactively contribute to defense work to retain "at risk" mandates, serve in a broader supporting role as appropriate (eg: oversee analyst activity, assist in internal initiatives, etc.), 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.

Benefits

retirement plan
health and wellbeing
dental
vision
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
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)