External Wholesaler - Sub-Advised Insurance Distribution

Wellington Management; Boston (MA); Hybrid; USD 120,000 - 225,000; Full time

Job summary

Wellington Management seeks an External Wholesaler, Sub-Advised Insurance Distribution, to drive territory-based distribution strategies and deepen relationships with insurance carriers and distribution partners.

You will promote Wellington solutions across insurance-based products and collaborate with Relationship Managers, Product, Investments, Marketing, and leadership to deliver a coordinated client experience.

Qualifications

• 5+ years of experience in asset management, insurance distribution, sub-advisory, or related financial services roles.
• Experience working with insurance carriers, home office teams, or intermediary distribution channels.
• Strong understanding of insurance-based investment solutions and platform dynamics.
• Proven track record of driving sales growth and developing strategic relationships.
• Series 7 and Series 63 licenses are required; CFA/CAIA preferred.

Responsibilities

• Drive sales and adoption of Wellington investment strategies within insurance and sub-advisory platforms.
• Develop and maintain relationships with insurance company home office teams, distribution leadership, and carrier-affiliated wholesalers.
• Partner with insurance distributors and field sales organizations to increase awareness and utilization of Wellington strategies.
• Deliver investment and value-add presentations, market insights, practice management and portfolio reviews to internal and external stakeholders.
• Collaborate with Product, Investments, Marketing, and Relationship Management teams to support business growth.
• Represent the firm at industry conferences, due diligence meetings, and client engagements.
• Provide market intelligence regarding industry trends, competitive activity, and emerging opportunities within the insurance channel.

Skills

Insurance Distribution Expertise

Sales and Territory Leadership

Influence Through Partnerships

Investment and Market Expertise

Value-Add and Practice Management

Education

Series 7 license

Series 63 license

CFA/CAIA or equivalent designation

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 seeking an External Wholesaler, Sub‑Advised Insurance Distribution, to support the growth of Wellington's investment capabilities across insurance platforms and sub‑advisory relationships. This individual will be responsible for developing and executing territory‑based distribution strategies, deepening relationships with insurance carriers and affiliated distribution organizations, and increasing adoption of Wellington solutions within insurance‑based investment products.

The role serves as a key commercial representative of the firm within the insurance ecosystem, partnering closely with insurance company home office teams, product organizations, distribution partners, and field sales professionals. Success will be measured through relationship expansion, platform penetration, field activity, and the ability to position Wellington's investment capabilities across variable annuity and related sub‑advised structures.

The External Wholesaler will collaborate closely with Relationship Managers, Product, Investments, Marketing, and senior leadership to deliver a coordinated client experience and support long‑term growth objectives across the insurance channel.

Responsibilities

• Drive sales and adoption of Wellington investment strategies within insurance and sub‑advisory platforms.
• Develop and maintain relationships with insurance company home office teams, distribution leadership, and carrier‑affiliated wholesalers.
• Partner with insurance distributors and field sales organizations to increase awareness and utilization of Wellington strategies.
• Deliver investment and value‑add presentations, market insights, practice management and portfolio reviews to internal and external stakeholders.
• Collaborate with Product, Investments, Marketing, and Relationship Management teams to support business growth.
• Represent the firm at industry conferences, due diligence meetings, and client engagements.
• Provide market intelligence regarding industry trends, competitive activity, and emerging opportunities within the insurance channel.

Essential Skills

• Insurance Distribution Expertise: Deep understanding of insurance product structures, carrier distribution models, variable annuity platforms, and intermediary sales channels.
• Sales and Territory Leadership: Proven ability to develop and execute territory strategies that drive activity and deepen partnership with insurance‑carrier sales organizations, positioning Wellington as a strategic partner of choice.
• Influence Through Partnerships: Ability to drive results through a "wholesaler‑to‑wholesalers" model by partnering closely with insurance company distribution teams and carrier‑affiliated sales organizations.
• Investment and Market Expertise: Strong understanding of capital markets, portfolio construction, and investment strategies, with the ability to communicate complex concepts clearly to a range of audiences. Capable of translating investment insights into compelling business opportunities for distribution partners and clients.
• Value‑Add and Practice Management: Ability to deliver compelling value‑add and practice management presentations and seminars.

Other Qualifications

• 5+ years of experience in asset management, insurance distribution, sub‑advisory, or related financial services roles.
• Experience working with insurance carriers, home office teams, or intermediary distribution channels.
• Strong understanding of insurance‑based investment solutions and platform dynamics.
• Proven track record of driving sales growth and developing strategic relationships.
• Series 7 and Series 63 licenses.
• CFA, CAIA, or other relevant designation preferred.

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].

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. 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.