Regional Director - Wealth (Wholesaler)
Wellington Management Company(4 months ago)
About this role
A Regional Director in Wealth Management — Alternatives Distribution on the West Coast at Wellington Management. This client-facing role is part of the firm's distribution organization, supporting Wellington’s public and private investment strategies across wealth platforms. It operates within a private partnership investment firm known for proprietary research and a long-term, client-aligned approach.
Required Skills
- Sales
- Territory Management
- Prospecting
- Presentations
- Relationship Management
- Asset Management
- Alternative Investments
- Salesforce
- Excel
- Communication
+1 more
Qualifications
- Bachelors Degree
- Series 7
- Series 63
- CFA
- CAIA
About Wellington Management Company
wellington.comN/A
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