External Wholesaler – Sub-Advised Insurance Platforms

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

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.