Internal Wholesaler - Sub-Advised Insurance Distribution
About The Position
Wellington Management is seeking an Internal Wholesaler - Sub-Advised Insurance Distribution to support their sub-advised insurance business. This role involves close collaboration with External Wholesalers, Business Development Managers, and Relationship Managers to advance the company's insurance-channel distribution strategy, manage strategic relationships, and drive effective engagement with insurance partner organizations. The position is crucial for distribution enablement, coordinating content, supporting presentations and educational initiatives, facilitating partner engagement, and executing strategic distribution efforts within the insurance channel. The successful candidate will gain in-depth knowledge of Wellington's investment capabilities, the insurance market, and the evolving distribution landscape. This role requires a highly organized, collaborative, and proactive individual adept at engaging with internal stakeholders and external insurance partners, acting as a central coordinator for distribution activities. Success hinges on building strong relationships, driving initiatives forward, and establishing the necessary infrastructure, content, and support for broad 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 required, 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
