Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With US$746 billion in assets under management as of 30 November 2012, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. 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. We welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
The position will report to the Director of Global Consultant Relations and will focus on developing and managing our relationships with the consultant community.
Our consultant relationships play a critical role in building recognition of Wellington Management’s investment expertise, in ultimate inclusion in investment manager searches, and in improved retention of common clients.
The position requires the ability to develop effective relationships with external field consultants, as well as other functional groups within Wellington Management. In particular, the Consultant Relations Manager will work closely with many internal groups to ensure effective coverage at all levels of the consulting firms within his/her assigned territory.
Primary responsibilities of this role include:
•Work closely with Product Management, Portfolio Management, Business Development, and Relationship Management to establish an agenda that appropriately positions our firm, our capabilities, and products with each individual consulting firm.
•Meet with consultant research staff and field consultants on a regular basis to develop their knowledge of the firm, our capabilities, and product strategies.
•Orchestrate product rollouts, consultant marketing strategy initiatives and special projects related to the consultants.
•Organize and host periodic consultant/client relationship reviews with key consultants and appropriate WMC constituent groups.
•Obtain regular feedback from consultant regarding the firm, our capabilities, and strategies and industry trends and share broadly across the firm.
•Participate in consultant, vendor and industry conferences.
The successful candidate will have at least eight to ten years of relevant industry experience, as well as significant understanding of investment concepts.
A CFA, MBA, or other advanced degree is strongly preferred. Experience in the institutional consulting marketplace is also preferred. Additionally, and perhaps most importantly, candidates must be team players and have the ability to partner effectively with colleagues. Candidates must be effective and creative communicators, with strong writing skills. Extensive travel is required.
Wellington Management - 18 months ago