Consultant Relations Manager - West

Wellington Management•San Francisco, CA

7d•Hybrid

About The Position

Wellington Management is seeking a Consultant Relations Manager to join its Global Consultant Relations team, focusing on institutional consultant and OCIO relationships in the Western United States. The role develops and executes strategic engagement and growth plans with key firms, including manager researchers, field consultants, OCIO decision makers, leading OCIO providers, and select OCIO search firms. It builds awareness of Wellington Management’s investment expertise and conviction in its traditional and alternative investment capabilities, while identifying mutually beneficial growth opportunities. 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 collaborates with internal colleagues to develop and execute business plans that support sales, placement, and retention objectives. The position is based in San Francisco, with employees working in the office four days per week and 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.
Strong understanding of the institutional consulting and OCIO landscape, including manager research processes, discretionary portfolio construction, vehicle types, and institutional client governance frameworks.
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.
Collaborate within 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 pathways for growth 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.
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 insurance
Disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
Eligible employees may receive a discretionary Corporate Bonus and/or incentives