Relationship Manager - East

Wellington Management•Boston, MA

7d•Hybrid

About The Position

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking an experienced professional who is exceptional at relationship management to focus on building and maintaining a strong and mutually beneficial business relationship with institutional clients in the North American market. This individual will partner closely with the Business Development Managers on shared accounts and lead engagements with clients to understand their investment goals and servicing needs, as well as addressing any issues, concerns or opportunities. The Relationship Manager will be focused on growing and maintaining existing relationships. They will play a key role in client retention efforts, including defense strategies, as well as cross-selling efforts. The individual will collaborate with internal teams to onboard new client accounts and ensure compliance with applicable regulations.

Requirements

10+ years of relevant experience in the investment industry and have a solid understanding of institutional clients' needs in North America.
Candidates with broad asset management knowledge (asset allocation, risk-based capital analysis, etc.) and across all asset classes will be viewed favorably.
The individual should possess broad investment knowledge of the capital markets with the ability to communicate market insights to clients, and represent fixed income, equity, and asset allocation portfolios to institutional clients.
An entrepreneurial business builder, self-starting and motivated to build a business.
Capability to independently manage and lead client engagements, many with multiple asset management assignments with our firm.
Presence as a thought leader and with the ability to engage external audiences.
Ability to work under pressure in a fast-paced environment that requires exceptional teamwork.
Proactivity and willingness to learn and grow within the role.
Proficiency in written communication and strong presentation skills.

Nice To Haves

CFA/CAIA or advanced degree is strongly preferred.
Series 7 & 63 preferred.

Responsibilities

Independently and proactively lead engagements with clients to understand their investment and servicing needs, including discussing their portfolios with Wellington, providing high level service expertise and hosting client meetings as required.
Act as a strategic thought partner to the Business Development Manager on shared accounts, analyze performance data, investment characteristics, and risk profiles of client portfolios and conduct portfolio reviews.
Serve as a central point of contact internally and externally to ensure servicing needs are met.
Prepare for, lead/attend and provide follow-up on client meetings and inquiries.
Possess a deep understanding of the industry in which their clients operate, such as insurance companies, pension funds, endowments, sovereign wealth funds, and government bodies.
Understand client’s overall objectives that influence their investment and servicing requirements.
Work closely with subject matter experts firmwide to onboard new client accounts and process subsequent cash flows.
Partner with other functional areas to address client issues, concerns, and opportunities.
Identify opportunities to create efficiencies and assist in internal initiatives to implement recommendation.
Foster an inclusive culture of collaboration and excellence and being a role model to the rest of the team.

Benefits

retirement plan
health and wellbeing
dental
vision
pharmacy coverage
health savings account
flexible spending accounts and commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)