Consultant Relations Manager - West
About The Position
Wellington Management is seeking a Consultant Relations Manager to join its Global Consultant Relations team, focusing on relationships in the Western United States. The role develops and executes strategic engagement and growth plans with key firms across the institutional consultant and OCIO landscape. It manages and expands relationships with manager researchers, field consultants, and OCIO decision makers, strengthening awareness of Wellington Management’s investment expertise and building conviction in its traditional and alternative investment capabilities. The position requires a strong understanding of institutional consulting and OCIO, including manager research processes, discretionary portfolio construction, investment vehicles, and institutional client governance. The Consultant Relations Manager works with internal colleagues to develop and execute business plans that support sales, placement, and retention objectives. Wellington describes its culture as collaborative and its work arrangement as four days in the office each week, with flexibility to work remotely one day.
Requirements
- At least 8–10 years of relevant industry experience.
- Significant technical acumen, including investment depth and understanding of investment concepts and strategies across asset classes.
- Intellectual rigor, strong commercial judgment, gravitas, and the ability to establish credibility and build trust with internal and external stakeholders.
- Exceptional written, verbal, and presentation skills, including the ability to translate complex investment strategies into clear portfolio roles and use cases.
- A highly collaborative operating style and the ability to work independently and drive cross-functional execution.
- An entrepreneurial, self-starting approach, sound judgment, and a results-oriented mindset, with the ability to identify opportunities and advance initiatives to completion.
- Strong organization, proactivity, project-management, and time-management capabilities.
- FINRA Series 7 and 63 licenses, or the ability to obtain them in accordance with firm policy.
Nice To Haves
- A CFA, MBA, or other advanced degree is strongly preferred.
Responsibilities
- Develop and execute strategic engagement and growth plans for priority consultant relationships, leading OCIO providers, and select OCIO search firms.
- Serve as the primary contact for key organizations with a presence in the Western United States, building relationships across research teams, field offices, OCIO teams, senior leadership, and other decision makers.
- Build conviction in Wellington’s strategies by articulating differentiated outcomes, portfolio roles, and implementation considerations.
- Develop deep knowledge of each organization’s business strategy, client base, portfolio construction approach, decision-making process, and manager evaluation framework.
- Work collaboratively in a team-based coverage model with other Consultant Relations Managers and internal partners to cover complex organizations across channels and regions.
- Partner with Portfolio Management, Product Management, Business Development, and Relationship Management colleagues to coordinate coverage and position traditional and alternative investment capabilities.
- Use negotiation and creative problem-solving skills to establish new growth pathways with strategically important consultants and advisory businesses.
- Lead strategy reviews, product introductions, platform approval processes, RFPs, finalist presentations, portfolio reviews, and other due-diligence activities.
- Translate research support and strong relationships into searches, platform placements, recommendations, new mandates, and client retention.
- Provide structured market feedback and competitive intelligence to internal teams and represent Wellington through meetings, conferences, and targeted outreach.
Benefits
- Retirement plan
- Health and wellbeing coverage
- Dental, vision, and 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, including leave of absence, paid holidays, volunteer time, sick time, and vacation time
- Salary and variable compensation; eligible employees may also receive a discretionary Corporate Bonus and/or incentives
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
