Latin American Relationship Manager - Americas Institutional Group (AIG)

UNKNOWN; Boston (MA); On-site; USD 120,000 - 225,000; Full time

Benefits offered by this job

Retirement plan

Health coverage

Dental insurance

Vision insurance

Comprehensive benefits

Job summary

Wellington Management seeks a Latin America Relationship Manager to independently lead a portfolio of institutional client and distribution-partner relationships across Latin America. You will partner with Business Development, investment teams and Compliance to drive retention, growth and superior client outcomes.

The role requires deep region knowledge, executive presence, and fluency in Spanish, with travel up to 50%. Base compensation includes a wide range with a strong total rewards package.

Qualifications

• Fluency in Spanish (written and spoken).
• Executive presence and ability to engage external audiences.
• Strong written communication and presentation skills.
• Broad investment knowledge across fixed income, equity, multi-asset and asset allocation.

Responsibilities

• Lead client and distribution-partner engagements across Latin America.
• Understand client objectives, decision-making structures and servicing needs.
• Coordinate internal partners and onboard new accounts.
• Lead senior-level investment dialogue and respond to client inquiries across portfolios.
• Drive retention and cross-selling opportunities with regional clients.

Skills

Spanish (fluent)

Executive presence

Written communication

Relationship management

Investment knowledge

Education

CFA/CAIA or advanced degree 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.

Position Overview

We are seeking a Latin America Relationship Manager to support the Americas Institutional Group (AIG) and independently lead a portfolio of institutional client and distribution-partner relationships across Latin America. The Relationship Manager will serve as a central point of contact for clients and internal partners, combining broad investment knowledge with disciplined relationship stewardship and execution across complex servicing requirements. The successful candidate will bring a strong understanding of the region's institutional markets, including client decision-making and servicing models, intermediary and distribution ecosystems, distribution and due diligence requirements, applicable regulatory and contractual considerations, and market trends shaping client priorities and business development opportunities. The Relationship Manager will partner closely with Business Development Managers on shared accounts and collaborate with investment teams, Legal, Compliance, Operations, and other functional partners to support retention, business development priorities, and high-quality client outcomes. Success in this role requires the ability to operate independently, lead senior-level investment dialogue, manage multiple complex relationships, and coordinate effectively across a global investment organization.

Responsibilities

Client and Distribution-Partner Leadership

• Independently and proactively lead client and distribution-partner engagements across Latin America.
• Develop a deep understanding of client investment objectives, decision-making structures, portfolio review needs, servicing expectations, and matters requiring escalation across the region.
• Serve as a central point of contact internally and externally across institutional relationships, distribution partners, platforms, and other regional stakeholders.
• Lead senior-level investment dialogue and respond to client inquiries across fixed income, equity, multi-asset, and asset allocation portfolios.
• Build trusted relationships and represent client priorities across the firm.

Retention and Business Development Partnership

• Partner closely with Business Development Managers on shared accounts.
• Provide strategic support on client retention, defense strategies, and cross-selling opportunities.
• Drive follow-through on active business development priorities and agreed client commitments.
• Identify relationship risks, evolving client priorities, regional market trends, and opportunities for broader engagement and business development.
• Balance client objectives, commercial priorities, and applicable firm requirements.

Client Servicing and Operational Coordination

• Coordinate complex operational requirements, including distribution agreement mapping and setup, due diligence support and escalation, trade issues, payment inquiries and cycles, fund servicing, and platform-related inquiries.
• Work closely with subject matter experts across the firm to onboard new accounts, process cash flows, and address client issues and opportunities.
• Maintain compliance with applicable legal, regulatory, contractual, and firm requirements.
• Manage training, knowledge sharing, and other servicing commitments and contractual obligations for strategic clients across the region.
• Coordinate internal stakeholders and maintain accountability for client deliverables and timely issue resolution.

Process Improvement and Team Contribution

• Proactively identify opportunities to improve regional servicing workflows.
• Support internal initiatives that translate recommendations into practical process improvements.
• Share regional knowledge and insights that strengthen account coverage and team effectiveness.
• Contribute to an inclusive culture of collaboration and excellence and serve as a role model to the broader team.

Other Qualifications

• Experienced relationship management professional with broad investment knowledge, a strong understanding of institutional client needs, and the ability to represent fixed income, equity, multi-asset, and asset allocation portfolios to clients.
• Executive presence, strong written communication and presentation skills, and the ability to engage external audiences with credibility.
• Fluency in written and spoken Spanish and willingness to travel up to 50% of the time to support client coverage across the region.
• Ability to operate independently in a fast-paced environment, manage multiple complex client relationships, and collaborate effectively with Business Development, investment teams, Legal, Compliance, Operations, and other functional partners.
• Proactivity, sound judgment, and a demonstrated willingness to learn and grow within the role.
• CFA, CAIA, or an advanced degree would be viewed favorably where relevant to the candidate profile.

Compensation and Benefits

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. 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 120,000 - 225,000 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.

• retirement plan
• health and wellbeing
• dental
• vision
• 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
• 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.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management.

Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.

As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients.

We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions.

As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

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.

For more information, please visit https://www.wellington.com/en/