External Wholesaler - Sub-Advised Insurance Distribution

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

Benefits offered by this job

retirement plan

health and wellbeing

dental

vision

pharmacy coverage

tuition/CFA reimbursement

Job summary

Wellington Management Company seeks an External Wholesaler, Sub-Advised Insurance Distribution, to drive distribution strategies across insurance platforms and sub-advisory relationships. You will deepen carrier relationships and promote Wellington solutions within insurance-based investment products.

The role acts as a commercial representative, collaborating with home office teams, product, investments, marketing, and senior leadership to deliver a coordinated client experience and support

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.

Responsibilities

• Drive sales and adoption of Wellington investment strategies within insurance and sub-advised 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 & Series 63 licenses; CFA/CAIA designation preferred

Tools

N/A

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

The External Wholesaler will:

• Drive sales and adoption of Wellington investment strategies within insurance and sub-advised 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.

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.

Benefits

• 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.

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 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. 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/