Senior Portfolio Advisor — Spain, Multi-Asset Expert

Wellington Management; Madrid; Presencial; EUR 60.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

retirement plan

health and wellbeing

dental

vision

pharmacy coverage

health savings account

flexible spending accounts

commuter program

employee assistance program

life and disability insurance

adoption assistance

back-up childcare

tuition/CFA reimbursement

paid time off

Descripción de la vacante

Wellington Management seeks a Portfolio Advisor to communicate investment content to Financial Intermediaries in the Spanish retail market. You will present across equities, fixed income and multi-asset, and collaborate with distributors to drive flows and position Wellington strategies.

The role requires 10+ years of relevant experience, an undergraduate degree, and preferabily MBA or CFA. Fluency in Spanish and English is essential; travel is expected.

Formación

• Undergraduate degree required; postgraduate qualifications like MBA or CFA viewed favorably.
• 10+ years of relevant experience in similar roles at buy-side or private banks/distributors.
• Experience working with Financial Intermediary clients and knowledge of local distributors is preferred.
• European language skills (fluency in Spanish and English) are required.

Responsabilidades

• Present investment topics across Equities, Fixed Income and Multi-Asset, plus macro and thematic themes.
• Drive flows by representing Wellington’s strategies to distributors and clients.
• Collaborate with distributors and clients in Spain on messaging and positioning of strategies.
• Coordinate with Portfolio Management and Product Management teams across regions to ensure alignment.
• Lead product roadshows, client conferences, and training sessions; be the main contact for follow-ups.

Conocimientos

Investment knowledge

Presentation skills

Distributors engagement

Languages: Spanish & English

Educación

Undergraduate degree

MBA

CFA

Descripción del empleo

Wellington Management seeks a Portfolio Advisor to communicate investment content to Financial Intermediaries in the Spanish retail market. You will present across equities, fixed income and multi-asset, and collaborate with distributors to drive flows and position Wellington strategies.

The role requires 10+ years of relevant experience, an undergraduate degree, and preferabily MBA or CFA. Fluency in Spanish and English is essential; travel is expected.