Solutions Director - Americas Institutional & Global Multi-Asset Lead

Wellington ManagementBoston, MA
$120,000 - $225,000Hybrid

About The Position

Wellington is seeking a senior commercial leader to focus on two key areas. The primary focus if to help drive the growth and strategic positioning of the firm’s Multi-Asset Solutions business globally. The second is in supporting the broader commercialization of Wellington’s Solutions platform across Multi-Asset, Quantitative Investment Group(QIG), Equity Solutions, and public/private capabilities within the Americas Institutional client segment. The role will combine strategic leadership responsibilities with hands-on client engagement. This individual will partner closely with investment line management and senior investment leaders to help define and execute Wellington’s global multi-asset solutions go-to-market strategy, while coordinating closely with existing regional and channel-based solutions teams across institutional and wealth businesses. The successful candidate will bring deep multi-asset expertise including public privates, strong commercial instincts, and extensive experience competing within the institutional solutions marketplace, including against established OCIO providers and open-architecture models. In parallel with the strategic multi-asset leadership mandate, the role will serve as a senior commercial representative for the broader Solutions platform within the Americas Institutional channel, helping promote Wellington’s full solutions capabilities and connecting clients with the appropriate investment expertise across Multi-Asset, QIG, Equity Solutions, and related offerings.

Requirements

  • Minimum of 15 years of industry experience, with the majority spent in senior commercialization, or multi-asset solutions business development roles at a leading global investment organization.
  • Demonstrated success commercializing multi-asset solutions with institutional investors and consultants, including public private experience.
  • Deep understanding of institutional portfolio construction, asset allocation, OCIO models, and public/private investment solutions.
  • Strong technical investment knowledge across multi-asset, quantitative, and equity solutions - with strong emphasis on the former
  • Exceptional communication, presentation, and relationship management skills.
  • Proven ability to influence senior stakeholders internally and externally and operate effectively within highly collaborative environments.
  • Strong commercial instincts, strategic thinking capability, and credibility within the institutional multi-asset marketplace.

Responsibilities

  • Partner with investment line management to define and execute Wellington’s global Multi-Asset Solutions commercial strategy, including determining where and how the firm can differentiate and win against established OCIO providers, consultants, and open-architecture solution models.
  • Serve as a senior commercial leader for the Multi-Asset Solutions business globally, helping align commercialization efforts across regions, client channels, and investment teams.
  • Take a more direct and hands-on commercial leadership role for Multi-Asset Solutions opportunities in partnership with our product specialists including helping originate, shape, and advance strategic institutional pursuits.
  • Lead commercialization efforts for Multi-Asset Solutions within the Americas Institutional channel, while also promoting the broader Wellington Solutions platform across QIG, Equity Solutions, and related capabilities.
  • Work closely with existing regional and channel-based solutions teams across institutional and wealth businesses to improve coordination, consistency of messaging, and commercial effectiveness for Multi Asset Solutions.
  • Establish strong partnerships with institutional business developers to broaden awareness and adoption of Wellington’s solutions capabilities across institutional clients.
  • Partner closely with other product strategists to identify, advance, and appropriately transition commercial opportunities related to QIG and Equity Solutions capabilities.
  • Engage directly with institutional investors, consultants, and prospects to present Wellington’s investment and solutions capabilities, uncover client challenges, and develop strategic investment dialogue.
  • Act as a senior commercial bridge between investment teams and distribution teams, ensuring complex investment capabilities are translated into clear, compelling, and differentiated client solutions.
  • Maintain deep awareness of institutional market trends, competitor positioning, consultant dynamics, and evolving client demands to help inform commercial priorities and strategic positioning.

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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