Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Seeking a driven individual for a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will generate investment/alternatives sales to financial advisors across various wealth platforms, focusing on marketing Wellington’s public and private investment strategies. The role requires broad asset management expertise, understanding of wealth distribution, and an entrepreneurial, collaborative approach to prospecting, territory management, presentations, and investment reviews. Extensive travel to meet financial advisors in Northern California/Pacific Northwest is required, with participation in national and regional meetings. The Regional Director should ideally reside 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
Actively participate in prospecting
Actively participate in territory management
Actively participate in finals presentations
Actively participate in investment reviews
Travel extensively to meet with Northern California/Pacific Northwestern financial advisors
Participate in national and regional focused meetings

Requirements

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
Series 7 license
Series 63 license

Skills

Excellent communication skills
Excellent presentation skills
Ability to influence others
Strong ability to establish and maintain relationships
Ability and desire to learn
Proficient in Salesforce
Proficient in Excel
Proficient in Outlook

Location

West Coast region
Northern California
Pacific Northwest
Live within the territory

Work Type

Full-time
Hybrid (4 days in office, 1 day remote)

Experience Level

7-10 years of demonstrated success in external sales

Education Level

Bachelor's degree
CFA (additive but not required)
CAIA (additive but not required)

Salary/Compensations

USD 120,000 - 225,000 (base salary range)
Eligible for discretionary Corporate Bonus and/or Incentives

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 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.
As a private partnership, its ownership structure fosters a long-term view aligned with client perspectives.
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 proprietary, independent research and 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

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will 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.
Wellington Management welcomes people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
Candidates with a disability requiring accommodation to apply for a job can email GMWTalentOperations@wellington.com.