Client Integration Manager

Wellington Management•Boston, MA

3d•Hybrid

About The Position

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management as of 31 December 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. The Client Integration (CI) Manager position operates within Client Transition Services (CTS) and the broader Global Operations function and is responsible for overseeing the planning, coordination and oversight of various client and fund lifecycle events as well as transition and operational related events for Wellington’s sponsored fund ranges. They will oversee the operational aspects of various client transition events including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes through effective project management, with an emphasis on operational risk and control environment. The CI Manager will work closely with other teams across the infrastructure, investment, and client platforms to ensure a well-executed and risk managed transition event. A substantial amount of time will be devoted to both internal cross functional co-ordination and external communication with clients, transition managers, custodian banks, third party accounting agents, outsourcing providers, and vendors. The CI Manager would engage the organization appropriately to overseeing the planning, coordination and oversight of various client and fund lifecycle events, ensuring that all appropriate parties and functional groups are informed, involved, and engaged in the transition process. This includes the evaluation of the complexity, special requirements, and risks associated with each event, while also considering ongoing servicing requirements. Each event may require multiple adjustments to strategy and execution, depending on client needs and internal business policies and standards.

Requirements

10+ years in the investment management industry
Bachelor's degree in finance or related field
Broad knowledge of the investment processes and operational topics, including various investment strategies, custody operations, fund administration/accounting, and deep securities knowledge (including derivatives) and operational infrastructure and security lifecycles
Excellent organizational, project planning and execution skills including the ability to prioritize and multi-task under time constraints
Able to take leadership role for client events, and operational issues bringing parties to a consensus
Problem solving skills in terms of understanding client objectives and developing effective and appropriate solutions
Strong business judgment and risk awareness, including the ability to synthesize complex issues and effectively balance competing objectives
Exceptional communication skills and ability to thrive in a team environment
Ability to develop and maintain professional relationships with clients, other functions, and other offices

Responsibilities

overseeing the planning, coordination and oversight of various client and fund lifecycle events
oversee the operational aspects of various client transition events including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes through effective project management, with an emphasis on operational risk and control environment
internal cross functional co-ordination and external communication with clients, transition managers, custodian banks, third party accounting agents, outsourcing providers, and vendors
evaluation of the complexity, special requirements, and risks associated with each event, while also considering ongoing servicing requirements

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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)