Strategic Growth Lead, Sub-Advised Insurance

Wellington Management; Boston (MA); Hybrid; USD 120,000 - 225,000; Full time

Benefits offered by this job

Flexible work arrangement

Hybrid office schedule

Job summary

Wellington Management seeks a Business Development Manager - Sub-Advised Insurance to drive growth across strategic insurance relationships. The role leads executive-level client conversations, expands mandates, and shapes strategic account plans in partnership with Relationship Managers and internal teams.

Success hinges on deep insurance industry expertise, a strong commercial mindset, and the ability to navigate complex relationships to deliver long-term growth and increased assets under

Qualifications

• Insurance industry and sub-advisory expertise for retail insurance landscapes.
• Strategic ability to originate and advance opportunities within institutional relationships.
• Executive relationships with senior client decision-makers.

Responsibilities

• Own growth objectives for a defined portfolio of insurance and sub-advisory relationships.
• Develop and execute strategic account plans focused on retention and expansion.
• Identify opportunities for new mandates, product expansion, and partnership growth.
• Build executive-level relationships with senior client decision-makers.
• Lead commercial discussions, opportunity development, and negotiations.
• Partner with Relationship Managers to deliver a seamless client experience.
• Monitor industry trends, competitive developments, and market opportunities.
• Coordinate client engagement activities across Product, Investments, and leadership teams.
• Contribute to long-term business planning and channel strategy development.

Skills

Insurance industry expertise

Strategic business development

Executive relationship management

Commercial acumen

Cross-functional collaboration

Education

Series 7 license

Series 63 license

CFA/CAIA designation (preferred)

Job description

Wellington Management seeks a Business Development Manager - Sub-Advised Insurance to drive growth across strategic insurance relationships. The role leads executive-level client conversations, expands mandates, and shapes strategic account plans in partnership with Relationship Managers and internal teams.

Success hinges on deep insurance industry expertise, a strong commercial mindset, and the ability to navigate complex relationships to deliver long-term growth and increased assets under