Relationship Manager - Sub-Advised Insurance
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
- 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)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
