Wellington Management · 22 hours ago
Relationship Manager - East
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$120K/yr - $225K/yr
10+ years expWellington Management offers comprehensive investment management capabilities, and they are seeking an experienced Relationship Manager to build and maintain strong business relationships with institutional clients in the North American market. This role involves understanding clients' investment goals, collaborating with internal teams, and playing a key part in client retention and growth efforts.
AdviceAsset ManagementFinanceFinancial ServicesInsurance
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
Qualification
Required
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
Preferred
CFA/CAIA or advanced degree is strongly preferred
Series 7 & 63 preferred
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)
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
2026-01-24
2026-01-21
2026-01-19
Company data provided by crunchbase