Consultant Relations Manager - West

Wellington Management; Chicago (IL); Remote; USD 120,000 - 225,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts and commute

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

CFA reimbursement

Paid time off

Job summary

Wellington Management seeks a Consultant Relations Manager to join its Global Consultant Relations team. Based in San Francisco, Chicago, or remote, you will grow relationships with consultant researchers, field consultants, and OCIO decision makers across the Western region of the U.S.

You’ll work with internal partners to execute strategic plans, manage opportunities, and advance growth initiatives. You will need 8–10 years of experience, a deep understanding of institutional consulting, and

Qualifications

• 8–10 years of relevant industry experience with investment concepts and strategies across asset classes.
• Strong written, verbal, and presentation skills to translate complex investment strategies.
• Collaborative yet able to drive cross-functional execution independently.
• CFA, MBA or other advanced degree; FINRA Series 7 and 63 licenses or ability to obtain.

Responsibilities

• Develop and execute strategic engagement plans with priority consultant relationships, including OCIO providers and search firms.
• Serve as primary contact for Western US organizations, building multi-level relationships across research, OCIO teams, and senior leadership.
• Articulate Wellington’s differentiated outcomes and portfolio roles to clients and prospects.
• Lead strategy reviews, product introductions, and due-diligence activities, including RFPs and final presentations.

Skills

Communication skills

Presentation skills

Cross-functional collaboration

Strategic thinking

Education

CFA or MBA

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.

About The Role

We are currently seeking a Consultant Relations Manager to join Wellington’s Global Consultant Relations team, with a focus on relationships in the Western region of the U.S. While we anticipate this role being based in our San Francisco office, we will also consider candidates based in our Chicago office or working remotely. Within this sizable and important region, this individual will be responsible for developing and executing strategic engagement and growth plans with key firms across the institutional consultant and OCIO landscape. The role will focus on managing and expanding relationships with manager researchers, field consultants, and OCIO decision makers, strengthening awareness of Wellington Management’s investment expertise and building conviction in the firm’s range of traditional and alternative investment capabilities.

Engagement should be guided by a clear understanding of mutually beneficial outcomes and a demonstrated ability to identify and advance new growth opportunities. The position requires a strong understanding of the institutional consulting and OCIO landscape, including manager research processes, discretionary portfolio construction, vehicle types, and institutional client governance frameworks. The Consultant Relations Manager will cultivate partnerships with internal colleagues to develop and execute strategic business plans that support the firm’s sales, placement, and retention objectives.

Responsibilities

• Develop and execute strategic engagement and growth plans for priority consultant relationships, leading OCIO providers, and select OCIO search firms.
• Serve as primary contact for key organizations with a presence in the Western region of the US, building multi-level relationships across research teams, field offices, OCIO teams, senior leadership, and other decision makers.
• Contribute to building conviction in Wellington’s strategies; clearly articulate their differentiated outcomes, role in a portfolio, and implementation considerations.
• Develop deep knowledge of each organization’s business strategy, client base, portfolio construction approach, decision-making process, and manager evaluation framework.
• Operate collaboratively within a team-based coverage model, working alongside other Consultant Relations Managers and internal partners to cover complex organizations operating across channels and regions.
• Partner with Portfolio Management, Product Management, Business Development, and Relationship Management colleagues to coordinate coverage and position Wellington’s traditional and alternative investment capabilities.
• Activate negotiation and creative problem-solving skills to establish new pathways for growth with strategically important consultants and advisory businesses.
• Lead strategy reviews, product introductions, platform approval processes, RFPs, finalist presentations, portfolio reviews, and other due-diligence activities.
• Translate research support and strong relationships into tangible outcomes, including searches, platform placements, recommendations, new mandates, and client retention.
• Provide structured market feedback and competitive intelligence to internal teams and represent Wellington through meetings, conferences, and targeted outreach.

Other Qualifications

• At least 8-10 years of relevant industry experience, as well as significant technical acumen, including investment depth and understanding of investment concepts and strategies across asset classes.
• Intellectual rigor and strong commercial judgment; gravitas and the ability to establish credibility and build trust with internal and external stakeholders.
• Exceptional written, verbal, and presentation skills, with the ability to translate complex investment strategies into clear portfolio roles and use cases.
• A highly collaborative operating style, combined with the ability to work independently and drive cross-functional execution.
• An entrepreneurial, self-starting approach, balanced by depth of thought and sound judgment; a strong results-oriented mindset, with the ability to identify opportunities and advance initiatives to completion.
• Highly organized and proactive, with strong project-management and time-management capabilities
• Candidates seeking a remote arrangement should have prior remote work experience.
• A CFA, MBA, or other advanced degree is strongly preferred.
• FINRA Series 7 and 63 licenses (or the ability to obtain) in accordance with firm policy.

Benefits

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.

• retirement plan
• health and wellbeing
• dental
• vision
• 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
• 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.

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].