Strategic Relationship Manager, Sub-Advised Insurance

International Association of Insurance Professionals (IAIP); Boston (MA); Hybrid; USD 120,000 - 225,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus

Flexible work arrangement

Comprehensive benefits

Job summary

Wellington Management seeks a Relationship Manager - Sub-Advised Insurance to oversee a portfolio of strategic insurance client relationships. You will coordinate internal resources, deliver governance, and drive accountability across the relationship lifecycle.

Responsibilities include client engagement, quarterly reviews, and collaboration with Investments, Product, Operations, Legal, and Compliance to support execution and retention efforts. Strong PM and stakeholder skills are essential.

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.

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.

Job description

Wellington Management seeks a Relationship Manager - Sub-Advised Insurance to oversee a portfolio of strategic insurance client relationships. You will coordinate internal resources, deliver governance, and drive accountability across the relationship lifecycle.

Responsibilities include client engagement, quarterly reviews, and collaboration with Investments, Product, Operations, Legal, and Compliance to support execution and retention efforts. Strong PM and stakeholder skills are essential.