Wellington Management · 5 months ago
Regional Director - Wealth (Wholesaler)
San Francisco, CA, United States
Full-time
Hybrid
Director/Executive
$100K/yr - $225K/yr
7+ years expWellington Management is a global investment management firm offering comprehensive capabilities across capital markets. They are seeking a Regional Director for Wealth Management in the West Coast region who will be responsible for generating investment sales to financial advisors and marketing investment strategies to clients in the wealth ecosystem.
AdviceAsset ManagementFinanceFinancial ServicesInsurance
Responsibilities
Generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms
Marketing Wellington’s public and private investment strategies to both new and existing clients across the wealth ecosystem
Participating in prospecting, territory management, finals presentations, and investment reviews
Traveling extensively to meet with Northern California/Pacific Northwestern financial advisors and participating in national and regional focused meetings
Qualification
Required
Bachelors degree
7-10 years of demonstrated success in external sales with financial advisors and wire houses
Proven background in asset management and alternative investments
Expertise in managing a large territory including optimizing time allocation to maximize sales
Excellent communication & presentation skills with an ability to influence others
Strong ability to easily establish and maintain relationships
Ability and desire to learn
Series 6 & 63 Series 7
Proficient in Salesforce, Excel, and Outlook
Preferred
CFA or CAIA additive but not required
Benefits
Discretionary Corporate Bonus and/ or Incentives
Comprehensive and high value benefit package
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)
Company
Wellington Management
Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.
1001-5000 employees
H1B Sponsorship
Wellington Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (79)
2024 (52)
2023 (62)
2022 (91)
2021 (82)
2020 (62)
Funding
Current Stage
Late StageLeadership Team
Jean Hynes
CEO, Managing Partner, and Portfolio Manager
Jackson Cummings
Head of Wellington Access Ventures (WAV)
Recent News
2026-01-19
vcnewsdaily.com
2026-01-17
2026-01-16
Company data provided by crunchbase