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About the Role

We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process. We’re looking for someone who can be a thought partner as we build a world-class distribution and servicing model. The candidate will be entrepreneurial, team oriented, collaborative and will actively participate in prospecting, territory management, finals presentations, and investment reviews. He or she will travel extensively to meet with Northern California/Pacific Northwestern financial advisors and will also participate in national and regional focused meetings. Ideally, this Regional Director will live within the territory.

Responsibilities

Generate investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer, and other large wealth platforms.
Market Wellington’s public and private investment strategies to new and existing clients across the wealth ecosystem.
Actively participate in prospecting, territory management, finals presentations, and investment reviews.
Travel extensively to meet with financial advisors in Northern California/Pacific Northwestern.
Participate in national and regional focused meetings.

Requirements

Bachelor's degree.
7-10 years of demonstrated success in external sales with financial advisors and wire houses.
Proven background in asset management and alternative investments.
Expertise in managing a large territory, including optimizing time allocation to maximize sales.
Excellent communication and presentation skills with an ability to influence others.
Strong ability to easily establish and maintain relationships.
Ability and desire to learn.
Series 7 & 63.
Proficient in Salesforce, Excel, and Outlook.
CFA or CAIA is additive but not required.

Skills

Broad asset management expertise.
Keen understanding of the wealth distribution process.
Entrepreneurial mindset.
Team oriented.
Collaborative.
Communication skills.
Presentation skills.
Ability to influence others.
Relationship building.
Learning agility.
Salesforce proficiency.
Excel proficiency.
Outlook proficiency.

Location

West Coast region.
Northern California/Pacific Northwestern.
San Francisco.
Live within the territory.

Work Type

Full-time.
Hybrid (4 days onsite, 1 day remote).

Experience Level

7-10 years of demonstrated success in external sales.

Education Level

Bachelor's degree.
Series 7.
Series 63.
CFA (additive).
CAIA (additive).

Salary/Compensations

USD 120,000 - 225,000 (Base Salary).
Discretionary Corporate Bonus and/or Incentives (if eligible).

Benefits

Comprehensive and high value benefit package.
Retirement plan.
Health and wellbeing coverage.
Dental coverage.
Vision coverage.
Pharmacy coverage.
Health savings account.
Flexible spending accounts.
Commuter program.
Employee assistance program.
Life insurance.
Disability insurance.
Adoption assistance.
Back-up childcare.
Tuition reimbursement.
CFA reimbursement.
Paid time off (leave of absence, paid holidays, volunteer, sick, and vacation time).

About the Company

Wellington Management offers comprehensive investment management capabilities spanning nearly all segments of the global capital markets.
Provides investment solutions tailored to the unique return and risk objectives of institutional clients in more than 60 countries.
Draws on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
As a private partnership, its ownership structure fosters a long-term view that aligns perspectives with clients.
Tracing its history to 1928, Wellington Management is one of the world’s largest independent investment management firms.
Serves as a trusted adviser to clients in over 60 countries.
Innovative investment solutions are built on the strength of proprietary, independent research.
Investment solutions span equity, fixed income, multi-asset, and alternative strategies.
Committed to attracting a talented and diverse workforce.
Fosters an open, collaborative culture of inclusivity because multiple perspectives lead to more informed investment and business decisions.

Equal Opportunity

Wellington Management is an equal opportunity employer.
Considers all qualified applicants 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.
Dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
If a candidate with a disability requires an accommodation to apply for a job, they can email GMWTalentOperations@wellington.com.
Welcomes people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.