Internal Wholesaler - Sub-Advised Insurance Distribution

wellington; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Wellington Management in Boston seeks an Internal Wholesaler - Sub-Advised Insurance Distribution to support its insurance-channel distribution strategy. You will collaborate with External Wholesalers, Business Development Managers and Relationship Managers to coordinate initiatives and engage insurance partners.

The role focuses on content coordination, presentations, training, CRM data integrity, and enabling field activities.

Qualifications

• Experience coordinating distribution initiatives across internal and external stakeholders.
• Knowledge of the insurance distribution market and Wellington's investment capabilities.
• Strong organizational and communication skills to support cross-functional teams.

Responsibilities

• Partner with External Wholesalers and Relationship Managers to execute insurance-channel distribution strategy.
• Coordinate content, presentations, market updates, and training sessions for distribution organizations.
• Manage and organize marketing materials and client-facing resources.
• Coordinate follow-up activities from meetings, campaigns, and events.
• Support positioning of Wellington strategies within insurance-based investment vehicles and platforms.
• Maintain CRM data, pipeline tracking, and distribution metrics.

Skills

Relationship building

Channel partnerships

Insurance distribution

Market knowledge

Training coordination

CRM data management

Educational content support

Tools

CRM software

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

The Position

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-advisory 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 Initiativ