Wellington Management Company
This role is part of Wellington Management’s Fund Services team, focused on Transfer Agency Oversight and Investor Operations for ’40Act Tender Offer and Interval Funds as well as Collective Investment Trusts. The position governs and monitors investor cashflows and reporting processes, including oversight of third-party transfer agents, to ensure accurate and compliant shareholder servicing. It sits within the US Fund Control and Operations team supporting fund accounting, financing, and operations.
Headquarters
Boston, Massachusetts, United States
Company Size
1001-5000 employees
Founded
1933
Wellington Management is one of the world's leading independent asset management firms, founded in 1928 and headquartered in Boston with a global presence across major international and Asian financial centers. The firm manages over $1.3 trillion in client assets across equities, fixed income, multi-asset, alternatives, and private investing strategies. Wellington serves 3,000+ clients across 60+ countries, offering integrated investment capabilities grounded in deep multi-disciplinary research and a collaborative investment culture.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Wellington Management Company.
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