Business Development Manager - West

Wellington Management • San Francisco, CA

17h • Hybrid

About The Position

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.

Requirements

• 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
• 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
• Series 7 and 63 licenses required

Nice To Haves

• Ideally based in Wellington’s San Francisco office
• MBA and/or CFA/CAIA (or equivalent) preferred though not required

Responsibilities

• 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 Wellington’s investment capabilities.
• Build and deepen senior-level relationships with institutional allocators, investment staff, and consultants.
• Represent Wellington’s 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 Wellington’s full range of investment capabilities across public and private markets, including both existing and customized solutions.

Benefits

• salary
• variable compensation
• discretionary Corporate Bonus and/ or Incentives
• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees