Relationship Manager - Sub-Advised Insurance

Wellington Management Company; Boston (MA); On-site; USD 120,000 - 225,000; Full time

Benefits offered by this job

retirement plan

health and wellbeing

dental

vision

pharmacy coverage

health savings account

flexible spending accounts

commuter program

employee assistance program

life and disability insurance

adoption assistance

backup childcare

tuition/CFA reimbursement

paid time off

Job summary

Wellington Management is seeking a Relationship Manager - Sub‑Advised Insurance to oversee a portfolio of strategic insurance clients and drive delivery against commitments. You will coordinate with Investments, Product, Operations, Legal and Compliance teams to ensure governance and strong service delivery.

With 8+ years in institutional asset management, you will manage complex relationships, mentor junior staff, and contribute to strategic account planning while sustaining high client

Qualifications

• 8+ years of experience in relationship management, client service, sub-advisory, or institutional asset management.
• Experience managing sophisticated institutional or sub-advisory client relationships.
• Understanding governance processes, reporting requirements, and client servicing activities.
• Ability to manage multiple complex relationships independently.
• Strong collaboration and stakeholder management capabilities.
• CFA, CAIA or other designation not required, but preferred.

Responsibilities

• Serve as the primary relationship manager for assigned insurance and sub-advisory clients.
• Maintain ongoing client engagement and lead day-to-day relationship management activities.
• Coordinate quarterly reviews, governance activities, reporting requirements, and client deliverables.
• Monitor service expectations and facilitate resolution of client issues.
• Partner with Investments, Product, Operations, Legal, and Compliance teams to support execution.
• Support retention efforts through proactive relationship management and client advocacy.
• Contribute to strategic account planning and identification of client needs.
• Maintain visibility into key client priorities, activities, and timelines.
• Provide continuity of coverage across strategic relationships.
• Support development of junior team members and relationship management processes.

Skills

Strategic Relationship Management

Client Servicing

Cross-Functional Coordination

Organizational Agility

Client Retention

Education

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 a Relationship Manager - Sub‑Advised Insurance to join a team responsible for overseeing and strengthening a portfolio of strategic insurance client relationships. This individual will serve as one of the primary relationship contacts for assigned clients, ensuring exceptional service delivery, strong governance, and consistent execution across all aspects of the relationship lifecycle. The Relationship Manager is responsible for maintaining deep knowledge of client organizations, coordinating internal resources, and driving accountability for delivery against client commitments. The role provides continuity across client engagements while enabling Business Development professionals to focus on growth and expansion activities. Success in this position requires strong relationship management capabilities, operational discipline, and the ability to navigate complex client needs while coordinating effectively across a broad range of internal stakeholders.

RESPONSIBILITIES

• Serve as the primary relationship manager for assigned insurance and sub‑advisory clients.
• Maintain ongoing client engagement and lead day‑to‑day relationship management activities.
• Coordinate quarterly reviews, governance activities, reporting requirements, and client deliverables.
• Monitor service expectations and facilitate resolution of client issues.
• Partner with Investments, Product, Operations, Legal, and Compliance teams to support execution.
• Support retention efforts through proactive relationship management and client advocacy.
• Contribute to strategic account planning and identification of client needs.
• Maintain visibility into key client priorities, activities, and timelines.
• Provide continuity of coverage across strategic relationships.
• Support development of junior team members and relationship management processes.

ESSENTIAL SKILLS

• Strategic Relationship Management: Ability to develop deep, trusted relationships across all levels of client organizations and serve as a consistent point of coordination and accountability. Demonstrates strong client instincts and the ability to anticipate needs, proactively address issues, and maintain high levels of client satisfaction.
• Client Servicing and Operational Excellence: Exceptional ability to manage complex servicing requirements, governance obligations, reporting deliverables, and ongoing client commitments. Skilled at coordinating multiple workstreams simultaneously while maintaining accuracy, responsiveness, and attention to detail.
• Cross-Functional Coordination and Influence: Ability to effectively mobilize resources across Investments, Product, Legal, Compliance, Operations, and other business functions. Proven capability to translate client needs into actionable plans and drive accountability for execution across diverse stakeholder groups.
• Organizational Agility and Execution Management: Strong project management and prioritization skills, with the ability to oversee numerous client initiatives, deadlines, and servicing activities simultaneously. Comfortable operating independently in a fast‑paced environment while maintaining a high standard of execution.
• Client Retention and Partnership Development: Demonstrated ability to strengthen existing relationships and support long‑term partnership growth through consistent service delivery and strategic engagement. Understands how relationship management contributes to retention, share of wallet, and overall business objectives.

OTHER QUALIFICATIONS

• 8+ years of experience in relationship management, client service, sub‑advisory, or institutional asset management.
• Experience managing sophisticated institutional or sub‑advisory client relationships.
• Understanding of governance processes, reporting requirements, and client servicing activities.
• Ability to manage multiple complex relationships independently.
• Strong collaboration and stakeholder management capabilities.
• CFA, CAIA, or other relevant designation not required, but preferred.

JOB TITLE Relationship Manager - Sub‑Advised Insurance

JOB FAMILY Relationship Management

LOCATION 280 Congress

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 considers all qualified applicants will receive 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]. Not sure you meet 100% of our qualifications? That’s ok.

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.

Examples of our benefits include

• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• 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/