Associate Relationship Manager - US Wealth

About Us

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 Role

THE POSITION

We are seeking a dynamic Associate Relationship Manager to join our US Wealth Management Team within the Client Platform. The Associate Relationship Manager will be based out of our Boston or New York office and will partner with Relationship Managers and Business Development Managers to deliver exceptional client servicing and relationship management across the wealth channel in the US.

RESPONSIBILITIES

The Associate Relationship Manager supports the Relationship Manager as the primary internal and external point of contact. This role focuses on meeting our clients’ servicing needs while deepening relationships through proactive, multi‑touch engagement. The ideal candidate will will possess a deep understanding of the investment strategies in which their clients have allocations and demonstrate in-depth knowledge of the client marketplace, including regulatory, accounting, tax, and asset allocation considerations. The Associate Relationship Manager will work closely with subject matter experts firmwide to uncover and onboard new client accounts, proactively contribute to defense work to retain "at risk" mandates, serve in a broader supporting role as appropriate (eg: oversee analyst activity, assist in internal initiatives, etc.), facilitate client meetings (eg: portfolio reviews, due diligence meetings, etc.) and act as a proxy to Relationship Manager in client relationships as and when required.

ESSENTIAL SKILLS

The following skills are required for the role:

Acumen and passion – The ideal candidate will have 6-10 years of experience within the investment industry and possess a deep understanding of the US wealth investment landscape. This role requires a strategic thinker with a passion for building and nurturing client relationships and delivering exceptional service to institutional and wealth investors.

Superior collaboration – This role requires a great deal of teamwork and collaboration across Wellington. The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. This person will build strong, trusting relationships with clients, industry contacts as well as internal colleagues and recognize the benefits of diverse perspectives.

Growth mindset – The flexibility and openness to continue learning, evolving and growing is required. The successful candidate will have a global perspective and creative approach for thinking about innovation and the future of the business.

Strive for excellence – The candidate will be ambitious, driven and seek to differentiate him or herself by consistently producing high-quality work. They will understand it is a competitive business and know we can earn trust and grow client relationships by delivering excellent client service.

OTHER QUALIFICATIONS

A successful candidate will also have the following qualifications:

• Deep understanding of financial markets and asset management industry.
• Willingness to travel within the US.
• Ability to collaborate with experienced, cross-functional teams.
• Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment.
• Independence of thought, intellectual curiosity, and entrepreneurial nature.
• Strong work ethic and attention to detail.
• Strategic and tactical thinker with solid organizational skills.
• Ability to communicate (verbally and in writing) clearly with conviction and contribute to an open dialogue.
• Comfortable and articulate speaker and presenter.
• Possess maturity, polish, and personal presence

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:

This 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.