Internal Wholesaler
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About The Position
Wellington Management is seeking a highly motivated and detail-oriented Relationship Analyst (RA) to join our US Wealth team. This individual will play a critical role in supporting the firm’s sales and relationship management efforts with wealth management clients across the United States. The RA will be responsible for coordinating a wide range of client-related activities, partnering closely with relationship managers, business development professionals, and internal functional teams to ensure the seamless execution of each client’s investment, operational, and reporting requirements. The ideal candidate will demonstrate strong analytical, communication, and organizational skills, along with a commitment to delivering exceptional client service in a dynamic and collaborative environment.
