Business Development Manager - West

Wellington Management•San Francisco, CA

19h•Hybrid

About The Position

Wellington Management offers comprehensive investment management capabilities across nearly all segments of the global capital markets. Their investment solutions are tailored to institutional clients in over 60 countries, leveraging proprietary research and a collaborative culture. As a private partnership, they maintain a long-term view aligned with client interests. The firm manages approximately $1.3 trillion in assets globally. The Americas Institutional Group (AIG) is seeking an experienced Business Development Manager for the Western U.S. region. This role involves partnering with Public Fund, Endowment and Foundation, Corporate, and Taft-Hartley clients and their consultants to drive new business development and asset growth, while also serving as a strategic thought partner to both existing and prospective clients. Tracing its history to 1928, Wellington Management is one of the world’s largest independent investment management firms, committed to attracting a talented and diverse workforce and fostering an open, collaborative culture of inclusivity.

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

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
benefits
discretionary Corporate Bonus and/ or Incentives
retirement plan
health and wellbeing
dental coverage
vision coverage
pharmacy coverage
health savings account
flexible spending accounts
commuter program
employee assistance program
life insurance
disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)