Wellington Management · 16 hours ago
Client Integration Manager
Boston, MA, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$120K/yr - $225K/yr
10+ years expWellington Management is one of the world’s largest independent investment management firms, offering comprehensive investment management capabilities. The Client Integration Manager is responsible for overseeing the planning, coordination, and oversight of various client and fund lifecycle events, ensuring effective project management and risk control during transitions.
AdviceAsset ManagementFinanceFinancial ServicesInsurance
Responsibilities
Overseeing the planning, coordination and oversight of various client and fund lifecycle events
Managing operational aspects of various client transition events including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes
Working closely with other teams across the infrastructure, investment, and client platforms to ensure a well-executed and risk managed transition event
Engaging the organization to ensure all appropriate parties and functional groups are informed, involved, and engaged in the transition process
Evaluating the complexity, special requirements, and risks associated with each event, while considering ongoing servicing requirements
Qualification
Required
10+ years in the investment management industry
Bachelor's degree in finance or related field
Broad knowledge of the investment processes and operational topics, including various investment strategies, custody operations, fund administration/accounting, and deep securities knowledge (including derivatives) and operational infrastructure and security lifecycles
Excellent organizational, project planning and execution skills including the ability to prioritize and multi-task under time constraints
Able to take leadership role for client events, and operational issues bringing parties to a consensus
Problem solving skills in terms of understanding client objectives and developing effective and appropriate solutions
Strong business judgment and risk awareness, including the ability to synthesize complex issues and effectively balance competing objectives
Exceptional communication skills and ability to thrive in a team environment
Ability to develop and maintain professional relationships with clients, other functions, and other offices
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