Portfolio Advisor- Alternatives Wealth Sales

Wellington Management; Boston (MA); On-site; USD 100,000 - 225,000; Full time

Job summary

An established industry player is seeking a talented sales professional for a dynamic Wealth Management role. This position focuses on generating investment sales to financial advisors and requires a strong background in asset management and alternatives. The ideal candidate will be entrepreneurial, collaborative, and skilled in relationship management, with the ability to influence and connect with clients. Join a forward-thinking firm that values diversity and offers a competitive compensation package, including a comprehensive benefits program, to support your professional journey and personal well-being.

Benefits

Retirement Plan

Health and Wellbeing

Dental Coverage

Vision Coverage

Pharmacy Coverage

Flexible Spending Accounts

Employee Assistance Program

Life and Disability Insurance

Tuition/CFA Reimbursement

Paid Time Off

Qualifications

• 7-10 years of external sales experience with financial advisors.
• Proven background in asset management and alternative investments.

Responsibilities

• Generate investment sales to financial advisors across various platforms.
• Participate in prospecting, territory management, and investment reviews.

Skills

External Sales

Asset Management

Communication Skills

Relationship Management

Presentation Skills

Learning Ability

Education

Bachelor's Degree

Tools

Salesforce

Excel

Outlook

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 a talented, driven individual to fill a Wealth Management, Alternatives distribution role on the East Coast. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process. We’re also looking for someone who can be a thought partner as we build a world-class distribution and servicing model. The candidate will be entrepreneurial, team oriented, collaborative and will actively participate in prospecting, territory management, finals presentations, and investment reviews. He or she will travel extensively to meet with east coast financial advisors and will also participate in national and regional focused meetings.

QUALIFICATIONS

- Bachelors degree
- 7-10 years of demonstrated success in external sales with financial advisors and wire houses
- Proven background in asset management and alternative investments
- Expertise in managing a large territory including optimizing time allocation to maximize sales
- Excellent communication & presentation skills with an ability to influence others
- Strong ability to easily establish and maintain relationships
- Ability and desire to learn
- Series 6 & 63 Series 7
- Proficient in Salesforce, Excel, and Outlook
- CFA or CAIA additive but not required

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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 100,000 - 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. 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).