Solutions Director - Americas Institutional & Global Multi-Asset Lead

CFA Institute; New York (NY); Hybrid; USD 120,000 - 225,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing coverage

Commuter program

Paid time off

Discretionary corporate bonus

Job summary

CFA Institute is looking for a senior commercial leader to enhance their Multi-Asset Solutions business globally. The successful candidate will drive strategic growth while engaging clients directly, collaborating closely with investment management and senior leaders.

With a minimum of 15 years in the industry, expertise in institutional solutions, and exceptional relationship management skills, this individual will play a crucial role in commercializing Wellington’s full solutions capabilities and advancing strategic opportunities across various investment teams.

Qualifications

• Minimum of 15 years of industry experience in senior roles.
• Success in commercializing multi-asset solutions with institutional investors.
• Deep understanding of OCIO models and investment solutions.

Responsibilities

• Define and execute global Multi-Asset Solutions commercial strategy.
• Align commercialization efforts across regions and channels.
• Engage directly with institutional investors and consultants.

Skills

Commercialization of Multi-Asset Solutions

Institutional portfolio construction

Exceptional communication skills

Relationship management

Strategic thinking

Job description

About the Role

Wellington is seeking a senior commercial leader to focus on two key areas. The primary focus is to help drive the growth and strategic positioning of the firm's Multi‑Asset Solutions business globally. The second is to support the broader commercialization of Wellington's Solutions platform across Multi‑Asset, Quantitative Investment Group (QIG), Equity Solutions, and public/private capabilities within the Americas Institutional client segment. The role combines strategic leadership responsibilities with hands‑on client engagement.

This individual will partner closely with investment line management and senior investment leaders to help define and execute Wellington’s global multi‑asset solutions go‑to‑market strategy, while coordinating closely with existing regional and channel‑based solutions teams across institutional and wealth businesses. The successful candidate will bring deep multi‑asset expertise, including public/private experience, strong commercial instincts, and extensive experience competing within the institutional solutions marketplace against established OCIO providers and open‑architecture models.

In parallel with the strategic multi‑asset leadership mandate, the role serves as a senior commercial representative for the broader Solutions platform within the Americas Institutional channel, promoting Wellington’s full solutions capabilities and connecting clients with investment expertise across Multi‑Asset, QIG, Equity Solutions, and related offerings.

Key Responsibilities

• Partner with investment line management to define and execute Wellington’s global Multi‑Asset Solutions commercial strategy, including differentiation and competitive positioning against OCIO providers, consultants, and open‑architecture solution models.
• Serve as a senior commercial leader for the Multi‑Asset Solutions business globally, helping align commercialization efforts across regions, client channels, and investment teams.
• Take a direct, hands‑on commercial leadership role for Multi‑Asset Solutions opportunities in partnership with product specialists, including originating, shaping, and advancing strategic institutional pursuits.
• Lead commercialization efforts for Multi‑Asset Solutions within the Americas Institutional channel and promote the broader Wellington Solutions platform across QIG, Equity Solutions, and related capabilities.
• Work closely with regional and channel‑based solutions teams to improve coordination, consistency of messaging, and commercial effectiveness for Multi‑Asset Solutions.
• Establish strong partnerships with institutional business developers to broaden awareness and adoption of Wellington’s solutions across institutional clients.
• Partner with other product strategists to identify, advance, and transition commercial opportunities related to QIG and Equity Solutions.
• Engage directly with institutional investors, consultants, and prospects to present Wellington’s investment and solutions capabilities, uncover client challenges, and develop strategic investment dialogue.
• Act as a senior commercial bridge between investment teams and distribution teams, ensuring complex investment capabilities are translated into clear, compelling, and differentiated client solutions.
• Maintain deep awareness of institutional market trends, competitor positioning, consultant dynamics, and evolving client demands to inform commercial priorities and strategic positioning.

Qualifications & Experience

• Minimum of 15 years of industry experience, predominantly in senior commercialization or multi‑asset solutions business development roles at a leading global investment organization.
• Demonstrated success commercializing multi‑asset solutions with institutional investors and consultants, including public/private experience.
• Deep understanding of institutional portfolio construction, asset allocation, OCIO models, and public/private investment solutions.
• Strong technical investment knowledge across multi‑asset, quantitative, and equity solutions—emphasis on the former.
• Exceptional communication, presentation, and relationship‑management skills.
• Proven ability to influence senior stakeholders internally and externally and operate effectively within collaborative environments.
• Strong commercial instincts, strategic thinking, and credibility within the institutional multi‑asset marketplace.
• Preferred: Boston, MA based.

Compensation

Base salary range: USD 120,000 – 225,000. Salary and total compensation are determined based on role, skills, experience, and other factors.

Benefits

• Retirement plan
• Health and wellbeing coverage, including dental, vision, and pharmacy benefits
• Health savings account and flexible spending accounts
• Commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Backup childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
• Discretionary corporate bonus and/or incentives, if eligible

As an equal‑opportunity employer, Wellington Management ensures that all qualified applicants 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 have a disability or need accommodation to apply for a role, please email [e-mail].