Client Integration Manager

UNKNOWN; Boston (MA); On-site; USD 120,000 - 225,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing benefits

Commuter program

Job summary

Wellington Management seeks a Client Integration Manager to oversee the planning, coordination and oversight of client and fund lifecycle events, including transition activities, with a strong emphasis on risk management and cross-functional collaboration.

The role requires extensive experience in investment management, deep knowledge of custody, fund administration and derivatives, and superior project management and communication skills to coordinate with clients, custodians and vendors.

Qualifications

• 10+ years in the investment management industry.
• Broad knowledge of investment processes, operations, custody, fund administration and securities including derivatives.
• Strong organizational, project planning and execution skills with the ability to lead client events.

Responsibilities

• Oversee planning, coordination and oversight of client and fund lifecycle events and transition activities.
• Evaluate complexity, requirements and risks for each event; coordinate with internal teams and external parties.
• Maintain professional relationships with clients, custodians, accounting agents, outsourcing providers and vendors.

Skills

Investment processes

Custody operations

Fund administration

Derivatives knowledge

Organizational skills

Project planning

Leadership

Communication skills

Client relationships

Risk awareness

Job description

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.

Position

About the Role The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management as of 31 December 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
Position The Client Integration (CI) Manager position operates within Client Transition Services (CTS) and the broader Global Operations function and is responsible for overseeing the planning, coordination and oversight of various client and fund lifecycle events as well as transition and operational related events for Wellington’s sponsored fund ranges. They will oversee the operational aspects of various client transition events including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes through effective project management, with an emphasis on operational risk and control environment. The CI Manager will work closely with other teams across the infrastructure, investment, and client platforms to ensure a well-executed and risk managed transition event. A substantial amount of time will be devoted to both internal cross functional co-ordination and external communication with clients, transition managers, custodian banks, third party accounting agents, outsourcing providers, and vendors.

Responsibilities

The CI Manager would engage the organization appropriately to overseeing the planning, coordination and oversight of various client and fund lifecycle events, ensuring that all appropriate parties and functional groups are informed, involved, and engaged in the transition process. This includes the evaluation of the complexity, special requirements, and risks associated with each event, while also considering ongoing servicing requirements. Each event may require multiple adjustments to strategy and execution, depending on client needs and internal business policies and standards.

Qualifications

The CI Manager is expected to have 10+ years in the investment management industry. Characteristics for success in the role include:

• Broad knowledge of the investment processes and operational topics, including various investment strategies, custody operations, fund administration/accounting, and deep securities knowledge (including derivatives) and operational infrastructure and security lifecycles


• Excellent organizational, project planning and execution skills including the ability to prioritize and multi-task under time constraints


• Able to take leadership role for client events, and operational issues bringing parties to a consensus


• Problem solving skills in terms of understanding client objectives and developing effective and appropriate solutions


• Strong business judgment and risk awareness, including the ability to synthesize complex issues and effectively balance competing objectives


• Exceptional communication skills and ability to thrive in a team environment


• Ability to develop and maintain professional relationships with clients, other functions, and other offices.

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 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 [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: USD 120,000 - 225,000 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.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with the clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. 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.

For more information, please visit https://www.wellington.com/en/