Wellington Management Company

Regional Director - Wealth (Wholesaler)

Wellington Management Company

5 months ago
United States
Hybrid
Full Time
Director
0 applicants
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Wellington Management Company
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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.

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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