Wellington Management
Overview
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Texas region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process. We’re looking for someone who can be a thought partner as we build a world-class distribution and servicing model. The candidate will be entrepreneurial, team oriented, collaborative and will actively participate in prospecting, territory management, finals presentations, and investment reviews. He or she will travel extensively to meet with Mid-West financial advisors and will also participate in national and regional focused meetings. Ideally, this Regional Director will live within the territory.
Responsibilities Responsibilities will include prospecting, territory management, finals presentations, and investment reviews, with a focus on generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealers, and other large wealth platforms. Travel to meet with financial advisors and participation in national and regional meetings may be required. The role supports Wellington’s distribution and servicing model for public and private investment strategies.
Qualifications
Bachelor’s degree
7-10 years of demonstrated success in external sales with financial advisors and wire houses
Proven background in asset management and alternative investments
Expertise in managing a large territory including optimizing time allocation to maximize sales
Excellent communication & presentation skills with an ability to influence others
Strong ability to easily establish and maintain relationships
Ability and desire to learn
Series 6 & 63 and Series 7
Proficient in Salesforce, Excel, and Outlook
CFA or CAIA additive but not required
Equal Opportunity As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
Compensation & Benefits At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000. This range takes into account the wide range of factors that are considered when making compensation decisions, including skill sets, role, experience, certifications, and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/or Incentives, if eligible. We offer a comprehensive and high-value benefits package and a flexible work environment. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
Work Environment We believe that in-person interactions energize our community and are essential to our culture. Our employees work from offices 4 days a week with flexibility to work remotely 1 day a week. This approach supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Texas region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process. We’re looking for someone who can be a thought partner as we build a world-class distribution and servicing model. The candidate will be entrepreneurial, team oriented, collaborative and will actively participate in prospecting, territory management, finals presentations, and investment reviews. He or she will travel extensively to meet with Mid-West financial advisors and will also participate in national and regional focused meetings. Ideally, this Regional Director will live within the territory.
Responsibilities Responsibilities will include prospecting, territory management, finals presentations, and investment reviews, with a focus on generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealers, and other large wealth platforms. Travel to meet with financial advisors and participation in national and regional meetings may be required. The role supports Wellington’s distribution and servicing model for public and private investment strategies.
Qualifications
Bachelor’s degree
7-10 years of demonstrated success in external sales with financial advisors and wire houses
Proven background in asset management and alternative investments
Expertise in managing a large territory including optimizing time allocation to maximize sales
Excellent communication & presentation skills with an ability to influence others
Strong ability to easily establish and maintain relationships
Ability and desire to learn
Series 6 & 63 and Series 7
Proficient in Salesforce, Excel, and Outlook
CFA or CAIA additive but not required
Equal Opportunity As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
Compensation & Benefits At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 100,000 - 225,000. This range takes into account the wide range of factors that are considered when making compensation decisions, including skill sets, role, experience, certifications, and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/or Incentives, if eligible. We offer a comprehensive and high-value benefits package and a flexible work environment. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
Work Environment We believe that in-person interactions energize our community and are essential to our culture. Our employees work from offices 4 days a week with flexibility to work remotely 1 day a week. This approach supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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