Insurance Distribution Enablement Specialist (Hybrid)

International Association of Insurance Professionals (IAIP); Boston (MA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Hybrid work schedule

Benefits package

Job summary

Wellington Management is seeking an Internal Wholesaler - Sub-Advised Insurance Distribution to support the firm's insurance-channel distribution strategy in a highly collaborative, cross-functional environment. The role focuses on coordinating content, facilitating partner engagement, and enabling execution across internal and external stakeholders.

The ideal candidate develops deep knowledge of Wellington's investment capabilities and the insurance marketplace, with 4+ years in asset

Qualifications

• 4+ years of experience in asset management, internal sales, insurance distribution, or related roles.
• Strong interest in investment management and capital markets.
• Experience in insurance distribution, sales enablement, relationship management, wholesaler support, or related asset management distribution functions preferred.
• Excellent communication and client engagement skills.
• Series 7 and Series 63 licenses (or ability to obtain).
• CFA, CAIA, or other relevant designation not required, but preferred.

Responsibilities

• Partner with External Wholesalers, Business Development Managers, and Relationship Managers to support execution of Wellington's insurance-channel distribution strategy.
• Serve as a central coordinator across distribution initiatives, helping drive alignment, follow-through, and execution across internal and external stakeholders.
• Develop and maintain relationships with insurance company home-office personnel, including sales desk managers, training teams, and other key distribution partners.
• Coordinate and deliver educational content, presentations, market updates, and training sessions for insurance distribution organizations.
• Manage and organize marketing materials, presentation content, and other client-facing resources to support distribution efforts.
• Coordinate follow-up activities resulting from meetings, campaigns, training events, and client engagements.
• Support positioning of Wellington strategies within insurance-based investment vehicles and platforms.
• Assist with planning and execution of field activities, desk visits, educational events, and other distribution initiatives.
• Maintain accurate CRM data, pipeline tracking, activity reporting, and distribution-related business metrics.
• Collaborate with Product, Marketing, Investments, and Relationship Management teams to support coordinated commercial execution across the channel.

Skills

Relationship building

Insurance knowledge

Distribution execution

Cross-functional collaboration

Education

Series 7 & 63 licenses

CFA/CAIA preferred

Job description

Wellington Management is seeking an Internal Wholesaler - Sub-Advised Insurance Distribution to support the firm's insurance-channel distribution strategy in a highly collaborative, cross-functional environment. The role focuses on coordinating content, facilitating partner engagement, and enabling execution across internal and external stakeholders.

The ideal candidate develops deep knowledge of Wellington's investment capabilities and the insurance marketplace, with 4+ years in asset