Relationship Manager - East
Wellington Management Company(26 days ago)
About this role
The Relationship Manager will manage and grow Wellington Management’s institutional client relationships in North America, acting as a primary point of contact and strategic partner to clients and internal teams. The role supports client retention and growth, collaborates with Business Development Managers on shared accounts, and represents the firm’s investment capabilities across asset classes. This position involves engaging with institutional investors such as pension funds, insurers, endowments, and sovereign wealth funds to align servicing and investment objectives.
Required Skills
- Relationship Management
- Client Onboarding
- Portfolio Analysis
- Investment Knowledge
- Presentation Skills
- Cross-Selling
- Client Retention
- Communication
Qualifications
- CFA
- CAIA
- Advanced Degree
- Series 7
- Series 63
About Wellington Management Company
wellington.comN/A
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