Relationship Manager - Sub-Advised Insurance

Wellington Management • Boston, MA

7d • Hybrid

About The Position

Wellington Management is seeking a Relationship Manager - Sub-Advised Insurance to join a team responsible for overseeing and strengthening a portfolio of strategic insurance client relationships. This individual will serve as one of the primary relationship contacts for assigned clients, ensuring exceptional service delivery, strong governance, and consistent execution across all aspects of the relationship lifecycle. The Relationship Manager is responsible for maintaining deep knowledge of client organizations, coordinating internal resources, and driving accountability for delivery against client commitments. The role provides continuity across client engagements while enabling Business Development professionals to focus on growth and expansion activities. Success in this position requires strong relationship management capabilities, operational discipline, and the ability to navigate complex client needs while coordinating effectively across a broad range of internal stakeholders.

Requirements

• Strategic Relationship Management: Ability to develop deep, trusted relationships across all levels of client organizations and serve as a consistent point of coordination and accountability. Demonstrates strong client instincts and the ability to anticipate needs, proactively address issues, and maintain high levels of client satisfaction.
• Client Servicing and Operational Excellence: Exceptional ability to manage complex servicing requirements, governance obligations, reporting deliverables, and ongoing client commitments. Skilled at coordinating multiple workstreams simultaneously while maintaining accuracy, responsiveness, and attention to detail.
• Cross-Functional Coordination and Influence: Ability to effectively mobilize resources across Investments, Product, Legal, Compliance, Operations, and other business functions. Proven capability to translate client needs into actionable plans and drive accountability for execution across diverse stakeholder groups.
• Organizational Agility and Execution Management: Strong project management and prioritization skills, with the ability to oversee numerous client initiatives, deadlines, and servicing activities simultaneously. Comfortable operating independently in a fast-paced environment while maintaining a high standard of execution.
• Client Retention and Partnership Development: Demonstrated ability to strengthen existing relationships and support long-term partnership growth through consistent service delivery and strategic engagement. Understands how relationship management contributes to retention, share of wallet, and overall business objectives.
• 8+ years of experience in relationship management, client service, sub-advisory, or institutional asset management.
• Experience managing sophisticated institutional or sub-advisory client relationships.
• Understanding of governance processes, reporting requirements, and client servicing activities.
• Ability to manage multiple complex relationships independently.
• Strong collaboration and stakeholder management capabilities.

Nice To Haves

• CFA, CAIA, or other relevant designation not required, but preferred.

Responsibilities

• Serve as the primary relationship manager for assigned insurance and sub-advisory clients.
• Maintain ongoing client engagement and lead day-to-day relationship management activities.
• Coordinate quarterly reviews, governance activities, reporting requirements, and client deliverables.
• Monitor service expectations and facilitate resolution of client issues.
• Partner with Investments, Product, Operations, Legal, and Compliance teams to support execution.
• Support retention efforts through proactive relationship management and client advocacy.
• Contribute to strategic account planning and identification of client needs.
• Maintain visibility into key client priorities, activities, and timelines.
• Provide continuity of coverage across strategic relationships.
• Support development of junior team members and relationship management processes.

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed