Business Development Manager - West

Wellington Management•San Francisco, CA

19h•Hybrid

About The Position

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. 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
Strong academic credentials: 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
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)
discretionary Corporate Bonus and/ or Incentives