Client Platform Associate – Investment Solutions (Boston)

Wellington Management Company; Boston, Northern (MA, KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Wellington Management in Boston seeks a Business Associate for its Client Platform. Based in Boston, the role offers exposure to business development, relationship management and product management, with responsibilities across analytics, market research, and cross-functional projects.

You'll participate in onboarding, join Basecamp, and contribute to RFP responses, client meetings, and strategic presentations while developing core investment-management skills and a long-term career at a private

Qualifications

• Undergraduates from all majors graduating with a bachelor's degree between Fall 2026 and Summer 2027.
• Proficiency in Microsoft Word, PowerPoint, and Excel.
• Demonstrated academic achievement.
• Proven leadership and community service experience.
• High ethical standards, integrity and professionalism.
• Strong organizational skills with multi-tasking ability.
• Quantitative, analytical and problem-solving capabilities.

Responsibilities

• As a Business Associate, assist analytics, market research, and competitor analysis.
• Support qualification and coordination of Requests for Proposal (RFPs).
• Prepare presentation and briefing materials for prospect calls, client meetings.
• Coordinate cross-functional meetings and collaborate with colleagues.
• Maintain and update Salesforce to support client and prospect relationships.

Skills

Analytical skills

Problem solving

Leadership

Organization

Curiosity

Team collaboration

Attention to detail

Ethical standards

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Wellington Management in Boston seeks a Business Associate for its Client Platform. Based in Boston, the role offers exposure to business development, relationship management and product management, with responsibilities across analytics, market research, and cross-functional projects.

You'll participate in onboarding, join Basecamp, and contribute to RFP responses, client meetings, and strategic presentations while developing core investment-management skills and a long-term career at a private