Internal Wholesaler - Sub-Advised Insurance Distribution

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

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 Internal Wholesaler - Sub-Advised Insurance Distribution, to support Wellington's sub-advised insurance business. This individual will work in close partnership with External Wholesalers, Business Development Managers and Relationship Managers to coordinate and advance Wellington's insurance-channel distribution strategy, support ongoing strategic relationship management efforts, and help drive effective engagement across insurance partner organizations.

The position serves as a critical distribution enablement role, responsible for coordinating content, supporting presentations and educational initiatives, facilitating partner engagement activities, and helping execute strategic distribution efforts across the insurance channel. The successful candidate will develop deep knowledge of Wellington's investment capabilities, the insurance marketplace, and the evolving distribution landscape.

This role requires a highly organized, collaborative, and proactive individual who can effectively engage with internal stakeholders and external insurance partners while serving as a central coordinator for distribution activities. Success in the role will come from building strong relationships, keeping initiatives moving forward, and helping create the infrastructure, content, and support necessary for broader distribution success.

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.

Essential Skills

• Relationship Development and Channel Partnership: Ability to build productive relationships across a diverse set of internal and external stakeholders, including insurance home-office personnel, carrier-affiliated wholesalers, training teams, distribution leaders, and sales organizations. Demonstrates strong interpersonal skills and the ability to build credibility through thoughtful engagement, proactive communication, and consistent follow-through. Capable of supporting long-term relationship development efforts that strengthen Wellington's presence within key insurance partners.
• Insurance Distribution and Market Knowledge: Developing expertise in the insurance, wealth, and sub-advised marketplace. Ability to understand and articulate Wellington's investment capabilities and value proposition while tailoring messaging to the unique needs of insurance partners and distribution organizations. Demonstrates intellectual curiosity regarding industry trends, competitive practices, and evolving approaches to insurance distribution.
• Distribution Enablement and Execution Excellence: Exceptional organizational skills and attention to detail, with the ability to coordinate multiple initiatives in a fast-paced environment. Capable of managing content development, meeting preparation, training programs, follow-up activities, presentation logistics, and stakeholder communications with a high degree of professionalism and accuracy. Demonstrates strong execution skills and the ability to serve as the operational backbone supporting broader distribution efforts.
• Strategic Collaboration and Initiative Management: Ability to work effectively across Distribution, Marketing, Product Management, Investments, and other business functions. Demonstrates sound judgment, adaptability, and a willingness to take initiative while operating in a highly collaborative environment. Skilled at coordinating diverse stakeholders, bringing together information and resources from multiple groups, and helping advance strategic priorities that support business growth.

Other 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.

Benefits and Compensation

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 80,000 - 150,000. 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.