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 region of the United States. The role develops and executes strategic engagement and growth plans with institutional consultants and organizations across the OCIO landscape. It manages relationships with manager researchers, field consultants, and OCIO decision makers to strengthen awareness of Wellington Management’s investment expertise and build conviction in its traditional and alternative investment capabilities. The position requires a strong understanding of institutional consulting and the OCIO landscape, including manager research processes, discretionary portfolio construction, investment vehicles, and institutional client governance. The manager works with internal colleagues to develop and execute strategic business plans supporting sales, placement, and retention objectives. The role is based in San Francisco. Employees work from the office four days per week, with flexibility to work remotely one day per week.
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 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 collaborative operating style and ability to work independently and drive cross-functional execution.
- An entrepreneurial, self-starting, results-oriented approach, with sound judgment and 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 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 U.S., developing relationships across research teams, field offices, OCIO teams, senior leadership, and other decision makers.
- Build conviction in Wellington’s strategies by explaining their 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 within a team-based coverage model alongside 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 Wellington’s traditional and alternative investment capabilities.
- Use negotiation and creative problem-solving 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 relationships into searches, platform placements, recommendations, new mandates, and client retention.
- Provide structured market feedback and competitive intelligence to internal teams.
- Represent Wellington through meetings, conferences, and targeted outreach.
Benefits
- Retirement plan
- Health and wellbeing coverage
- Dental coverage
- Vision coverage
- 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, sick, and vacation time
- Discretionary Corporate Bonus and/or incentives, if eligible
- Flexible work environment
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
