Wellington Management Company

Regional Director - Wealth (Wholesaler)

Wellington Management Company

2 months ago
Boston, MA
Hybrid
Full Time
Director
0 applicants
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Wellington Management Company
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About this role

Regional Director, Wealth Management - Alternatives Distribution for Wellington Management covering the Texas/Southern region, focused on promoting the firm’s public and private investment strategies to financial advisors across wire houses, independent and regional broker-dealers, and large wealth platforms. The role supports building a world-class distribution and servicing model, participates in national and regional meetings, and is expected to be territory-based with extensive travel. Wellington is a private investment management partnership offering a broad set of asset management solutions.

Skills

Qualifications

Bachelors DegreeSeries 7Series 63CFACAIA
Wellington Management Company

About Wellington Management Company

wellington.com

N/A

About Wellington Management Company

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

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

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