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 RoleWellington Management currently manages approximately $1.3 trillion in assets globally. The Americas Institutional Group (AIG) is seeking an experienced Business Development Manager focused on the Western region of the U.S., a strategically important market for the firm. This role partners with Public Fund, Endowment and Foundation, Corporate, and Taft-Hartley clients and their consultants across the region, driving new business development and asset growth while serving as a strategic thought partner to existing and prospective clients.
KEY RESPONSIBILITIESKey responsibilities include:
- Develop and execute a regional business development strategy to drive asset growth across institutional clients and consultants in the Western U.S.
- Originate, manage, and convert new business opportunities by aligning client needs with Wellington’s investment capabilities.
- Build and deepen senior-level relationships with institutional allocators, investment staff, and consultants.
- Represent Wellington’s long-term investment philosophy through a consultative, content-led approach.
- Partner closely with internal Relationship Management, Consultant Relations, Product Management, and Portfolio Management teams to deliver coordinated, high-quality client and prospect coverage across the region.
- Align client objectives with Wellington’s full range of investment capabilities across public and private markets, including both existing and customized solutions.
The following essential skills are required for the role:
- Proven track record of developing institutional client relationships and generating new business across equity, fixed income, and alternative strategies
- Strategic, consultative approach with the ability to influence senior decision-makers and translate complex investment capabilities into client-relevant solutions
- Strong collaborative skills and effectiveness in a matrixed environment, partnering across client, product, infrastructure, and investment teams
- Intellectual curiosity, adaptability, and a growth mindset, with awareness of evolving market dynamics and client needs
Additional qualifications and characteristics include:
- Minimum 10 years of experience within the investment industry
- Extensive leadership experience working with clients and related investment portfolios of institutional investors
- Independence of thought, intellectual curiosity, and an entrepreneurial nature
- Established credibility and commerciality with generating new business opportunities and managing relationships
- Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across firm
- Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver
- Ability to travel with frequency
- Ideally based in Wellington’s San Francisco office
- Strong academic credentials: MBA and/or CFA/CAIA (or equivalent) preferred though not required
- Series 7 and 63 licenses required
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected].
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and 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)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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