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 across the Western region of the United States. The role develops and executes strategic engagement and growth plans with institutional consultants, leading OCIO providers, and select OCIO search firms. It manages and expands relationships with manager researchers, field consultants, OCIO decision makers, and other stakeholders, building awareness of Wellington Management’s investment expertise and conviction in its traditional and alternative capabilities. The position requires an understanding of the institutional consulting and OCIO landscape, including manager research processes, discretionary portfolio construction, investment vehicles, and institutional governance. The manager works with internal colleagues to develop and execute business plans that support sales, placements, and client retention. Wellington’s in-office approach requires employees to work from offices 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 the ability to establish credibility and build trust with internal and external stakeholders.
- Exceptional written, verbal, and presentation skills, including the ability to explain complex investment strategies in terms of portfolio roles and use cases.
- A collaborative operating style and the ability to work independently and drive cross-functional execution.
- An entrepreneurial, self-starting, results-oriented approach, with sound judgment and the ability to identify opportunities and advance initiatives to completion.
- Strong organizational, 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.
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., 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 to establish new growth opportunities 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, 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, sick, and vacation time
- Eligible employees may 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
