Business Associate – Client

Nichols College; Dudley (MA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Retirement plan

Health & wellbeing benefits

Job summary

Wellington Management, based in Boston, seeks a Business Associate for its Client Platform. You will support analytics, market research, and cross-functional initiatives while coordinating RFP responses and client meetings.

Build skills through Basecamp onboarding and direct exposure to investment management processes. Ideal candidates are undergraduates graduating 2026–2027, proficient in MS Office, with strong organizational and leadership abilities.

Qualifications

• Undergraduates graduating Fall 2026 to Summer 2027
• Demonstrated interest in investment management
• Proficiency in Word, PowerPoint, and Excel
• Proven leadership experience and ability to manage multiple priorities

Responsibilities

• Assist with analytics, market research, and competitor analysis
• Support qualification and coordination of RFPs and client meetings
• Prepare presentation and briefing materials for prospect calls and client meetings
• Maintain Salesforce to support relationship management activities

Skills

Analytics

Market research

Competitor analysis

Cross-functional

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

and the job listing Expires on October 6, 2026

Full-Time Job Accounting, Data Analytics, Economics & Finance

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 50 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.

About Us

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.

The Client Platform

The Client Platform is a global team focused on building and deepening relationships with prospects, clients, and consultants. Working closely with Wellington’s investment professionals, the team helps clients navigate complex investment challenges, understand their unique objectives, and identify the investment strategies, portfolios, and solutions best suited to their needs. The platform includes professionals across business development, relationship management, and product management who support a diverse range of institutional investors, including public pension funds, central banks, insurance companies, endowments, foundations, retirement plan sponsors, and mutual fund sponsors.

About the Role

The Business Associate (BA) role is an exciting opportunity for graduating undergraduate students interested in exploring career paths within the investment management industry. Based in Boston and aligned with our Client Platform, this role provides exposure to our business, clients, and culture while helping Associates develop the skills needed to succeed in a collaborative and fast-paced environment. Associates are placed on teams based on a combination of their skills, interests, and business needs. In their roles, Associates take on meaningful responsibilities, work closely with colleagues across the firm, and contribute to their team’s priorities while building a strong foundation for their careers. We expect new Associates to join the firm in July 2027. Upon joining, Associates participate in Basecamp, our onboarding program designed to provide foundational knowledge of Wellington, our clients, the investment management industry, and our culture while helping new joiners build connections across the firm.

What You’ll Do

As a Business Associate within the Client Platform, you may:

• Assist with analytics, market research, and competitor analysis
• Contribute to projects and initiatives that support the Client Platform’s business objectives
• Participate in cross-functional meetings and collaborate with colleagues across the firm
• Support the qualification and coordination of Requests for Proposal (RFPs), partnering with colleagues across the firm to ensure timely and effective responses
• Prepare presentation materials, briefing materials, and other collateral for prospect calls, client meetings, and business development opportunities
• Coordinate follow-up actions from prospect and client meetings and respond to ad hoc requests, as needed
• Maintain and update Salesforce to support client and prospect relationship management activities

What You’ll Gain

As a Business Associate, you will gain exposure to Wellington’s global business, clients, and the investment management industry while developing skills that support long-term career success. Through your day-to-day responsibilities, you will build relationships across the firm, deepen your understanding of how Wellington serves clients around the world, and gain insight into the many functions that support our business. You will have the opportunity to learn from experienced colleagues, contribute to your team’s priorities, and develop a broad perspective on the firm and the investment management industry. The experience, relationships, and knowledge you build will provide a strong foundation for continued growth and career development at Wellington.

Who Should Apply

• Undergraduates from all majors graduating with a bachelor’s degree between Fall 2026 and Summer 2027
• Demonstrated interest in investment management
• Proficiency in Microsoft Office, specifically Word, PowerPoint, and Excel
• Demonstrated academic achievement
• Proven leadership experience and participation in community service and extracurricular activities
• Highest ethical standards and integrity
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities
• Strong quantitative, analytical, and problem-solving skills with the ability to synthesize information
• Highly motivated self-starter with intellectual curiosity, a strong work ethic, and professionalism
• Ability to thrive in a collaborative, fast-paced environment
• Curious and adaptable, with experience in exploring and applying emerging technologies and AI tools to solve problems, improve how work gets done and support better decision making

This position is not eligible for visa sponsorship.

The deadline to apply is October 2, 2026.

JOB TITLE

Business Associate – Client

LOCATION

280 Congress

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 [e-mail]

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:

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and 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. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. 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).

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.