Internal Wholesaler - Sub-Advised Insurance Distribution
About The Position
Wellington Management is seeking an Internal Wholesaler to support their sub-advised insurance business. This role is crucial for distribution enablement, working closely with External Wholesalers, Business Development Managers, and Relationship Managers to advance the company's insurance-channel distribution strategy. The individual will coordinate content, support presentations and educational initiatives, facilitate partner engagement, and help execute strategic distribution efforts. The successful candidate will gain deep knowledge of Wellington's investment capabilities, the insurance marketplace, and the evolving distribution landscape. This position requires a highly organized, collaborative, and proactive individual capable of engaging effectively with internal stakeholders and external insurance partners, acting as a central coordinator for distribution activities. Success will be measured by building strong relationships, driving initiatives forward, and creating the necessary infrastructure, content, and support for broader distribution success.
Requirements
- 4 + years of experience in asset management, internal sales, insurance distribution, or related roles.
- Strong interest in investment management and capital markets.
- Excellent communication and client engagement skills.
- Series 7 and Series 63 licenses (or ability to obtain).
Nice To Haves
- Experience in insurance distribution, sales enablement, relationship management, wholesaler support, or related asset management distribution functions preferred.
- CFA, CAIA, or other relevant designation not , but preferred.
Responsibilities
- Partner with External Wholesalers, Business Development Managers, and Relationship Managers to support execution of Wellington's insurance-channel distribution strategy.
- Serve as a central coordinator across distribution initiatives, helping drive alignment, follow-through, and execution across internal and external stakeholders.
- Develop and maintain relationships with insurance company home-office personnel, including sales desk managers, training teams, and other key distribution partners.
- Coordinate and deliver educational content, presentations, market updates, and training sessions for insurance distribution organizations.
- Manage and organize marketing materials, presentation content, and other client-facing resources to support distribution efforts.
- Coordinate follow-up activities resulting from meetings, campaigns, training events, and client engagements.
- Support positioning of Wellington strategies within insurance-based investment vehicles and platforms.
- Assist with planning and execution of field activities, desk visits, educational events, and other distribution initiatives.
- Maintain accurate CRM data, pipeline tracking, activity reporting, and distribution-related business metrics.
- Collaborate with Product, Marketing, Investments, and Relationship Management teams to support coordinated commercial execution across the channel.
Benefits
- retirement plan
- health and wellbeing
- dental
- vision
- 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 (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
