Relationship Analyst
Wellington Management Company(4 months ago)
About this role
A Relationship Analyst on the Americas Institutional Group within the Client Platform Institutional Sales team, based in San Francisco supporting the Western US region. The role partners closely with Consultant Relations Managers, Business Developers, and Relationship Managers to support institutional client engagement and business development. The position offers exposure to Wellington Management’s global investment strategies and a pathway for career development in institutional asset management.
Required Skills
- Client Service
- Relationship Management
- Business Development
- Presentation
- Analysis
- Data Management
- Excel
- Salesforce
- Communication
Qualifications
- Bachelor’s Degree
- CAIA (preferred)
- CFA (preferred)
- MBA (preferred)
About Wellington Management Company
wellington.comN/A
View more jobs at Wellington Management Company →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Wellington Management Company
Similar Jobs
Associate, Americas Relationship Management, West
Ares Management(1 month ago)
Senior Relationship Manager – Field Consultant Coverage
T. Rowe Price(1 month ago)
SVP, Business Development, Retirement
Dun & Bradstreet(21 days ago)
Client Analyst, Assistant Vice President
State Street(1 month ago)
Associate, Business Development and Client Relationship, APAC & Japan
TD Bank Group(3 months ago)
Director, Institutional Business Development & Client Relationship, Western Canada
Sun Life(1 month ago)