Hybrid External Wholesaler — Insurance Distribution Growth

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

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