Business Development Manager - West

Wellington Management Company; San Francisco (CA); On-site; USD 120,000 - 225,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing coverage

Dental and vision benefits

Flexible spending accounts

Paid time off

Job summary

Wellington Management Company is seeking a Business Development Manager in San Francisco to lead the business development strategy across the Western U.S. You will originate, manage, and convert business opportunities, fostering strong relationships with institutional clients.

The ideal candidate has a minimum of 10 years in the investment industry, demonstrating leadership and strategic skills. A comprehensive benefits package is offered, including salary ranging from USD 120,000 to 225,000.

Qualifications

• Minimum 10 years of experience within the investment industry.
• Extensive leadership experience working with clients and investment portfolios.
• Ability to influence senior decision-makers effectively.

Responsibilities

• Develop and execute a regional business development strategy.
• Originate and manage new business opportunities.
• Build senior-level relationships with institutional allocators.

Skills

Relationship management

Strategic consultative skills

Collaborative skills

Intellectual curiosity

Problem-solving

Education

MBA and/or CFA/CAIA (or equivalent)

Job description

Job Title

Business Development Manager – West

Location

San Francisco

Key Responsibilities

• Develop and execute a regional business development strategy to drive asset growth across institutional clients and consultants in the Western U.S.
• Originate, manage, and convert new business opportunities by aligning client needs with Wellington’s investment capabilities.
• Build and deepen senior-level relationships with institutional allocators, investment staff, and consultants.
• Represent Wellington’s long‑term investment philosophy through a consultative, content‑led approach.
• Partner closely with internal Relationship Management, Consultant Relations, Product Management, and Portfolio Management teams to deliver coordinated, high‑quality client and prospect coverage across the region.
• Align client objectives with Wellington’s full range of investment capabilities across public and private markets, including both existing and customized solutions.

Essential Skills

• Proven track record of developing institutional client relationships and generating new business across equity, fixed income, and alternative strategies.
• Strategic, consultative approach with the ability to influence senior decision‑makers and translate complex investment capabilities into client‑relevant solutions.
• Strong collaborative skills and effectiveness in a matrixed environment, partnering across client, product, infrastructure, and investment teams.
• Intellectual curiosity, adaptability, and a growth mindset, with awareness of evolving market dynamics and client needs.

Qualifications

• Minimum 10 years of experience within the investment industry.
• Extensive leadership experience working with clients and related investment portfolios of institutional investors.
• Independence of thought, intellectual curiosity, and an entrepreneurial nature.
• Established credibility and commerciality with generating new business opportunities and managing relationships.
• Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across firm.
• Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver.
• Ability to travel with frequency.
• Ideally based in Wellington’s San Francisco office.
• Strong academic credentials: MBA and/or CFA/CAIA (or equivalent) preferred though not required.
• Series 7 and 63 licenses required.

Compensation & Benefits

The base salary range for this position is USD 120,000 – 225,000. This range takes into account various factors such as skill sets, role, experience, certifications, and education. In addition to base salary, eligible employees may receive discretionary corporate bonuses and incentives. Wellington offers a comprehensive benefit package, including retirement plan, health and wellbeing coverage, dental, vision, and pharmacy benefits, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

Equal Opportunity Statement

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].