Consultant Relations Manager - West

Wellington Management Co; San Francisco (CA); Hybrid; USD 120.000 - 225.000; Vollzeit

Benefits dieser Stelle

Retirement plan

Health and wellbeing

Dental coverage

Vision coverage

Pharmacy coverage

Flexible spending accounts

Commuter program

Life and disability insurance

Adoption assistance

CFA reimbursement

Paid time off

Zusammenfassung

Wellington Management in San Francisco seeks a Consultant Relations Manager to develop and execute engagement plans with institutional consultants and OCIOs in the Western U.S. You will nurture relationships with research teams, field offices, and senior decision makers to increase platform placements and client retention.

The role requires deep investment knowledge, exceptional communication, and cross-functional collaboration to articulate Wellington’s capabilities and drive growth in

Qualifikationen

• At least 8-10 years of relevant industry experience, with investment-depth knowledge across asset classes.
• Intellectual rigor and strong commercial judgment; ability to build credibility with stakeholders.
• Excellent written, verbal, and presentation skills; translate complex strategies into clear use cases.
• Collaborative yet independent; strong cross-functional execution ability.
• Entrepreneurial, self-starting approach with a results-oriented mindset; ability to advance initiatives.
• Highly organized with strong project- and time-management capabilities.
• CFA, MBA or other advanced degree preferred; FINRA Series 7 and 63 licenses or ability to obtain.

Aufgaben

• 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 Western-region organizations; build multi-level relationships across research, OCIO teams, and leadership.
• Articulate Wellington’s differentiated outcomes, portfolio roles, and implementation considerations.
• Learn each organization’s strategy, client base, portfolio construction, decision processes, and evaluator frameworks.
• Collaborate with Portfolio Management, Product Management, Business Development, and Relationship Management to coordinate coverage.
• Lead strategy reviews, product introductions, platform approvals, RFPs, finalist presentations, and due-diligence activities.
• Translate research and relationships into searches, platform placements, mandates, and client retention.

Kenntnisse

Consultant relations

Relationship management

Strategic planning

Presentation skills

Ausbildung

CFA

MBA

Jobbeschreibung

## Consultant Relations Manager - WestApply: San Francisco, CA, United States: Full time: Posted Today: R94675# # **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 RoleWe 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. 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* 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.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 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 - 225,000This 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.