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About the Role

Wellington Management is seeking a Consultant Relations Manager to join their Global Consultant Relations team, focusing on the Western U.S. region. This role involves developing and executing strategic engagement and growth plans with key institutional consultants and OCIOs, managing and expanding relationships, and increasing awareness of Wellington Management's investment expertise.

Responsibilities

Develop and execute strategic engagement and growth plans for priority consultant relationships, leading OCIO providers, and select OCIO search firms.
Serve as primary contact for key organizations with a presence in the Western region of the US, building multi-level relationships across research teams, field offices, OCIO teams, senior leadership, and other decision makers.
Contribute to building conviction in Wellington’s strategies; clearly articulate their differentiated outcomes, role in a portfolio, and implementation considerations.
Develop deep knowledge of each organization’s business strategy, client base, portfolio construction approach, decision-making process, and manager evaluation framework.
Operate collaboratively within a team-based coverage model, working alongside other Consultant Relations Managers and internal partners to cover complex organizations operating across channels and regions.
Partner with Portfolio Management, Product Management, Business Development, and Relationship Management colleagues to coordinate coverage and position Wellington’s traditional and alternative investment capabilities.
Activate negotiation and creative problem-solving skills to establish new pathways for growth with strategically important consultants and advisory businesses.
Lead strategy reviews, product introductions, platform approval processes, RFPs, finalist presentations, portfolio reviews, and other due-diligence activities.
Translate research support and strong relationships into tangible outcomes, including searches, platform placements, recommendations, new mandates, and client retention.
Provide structured market feedback and competitive intelligence to internal teams and represent Wellington through meetings, conferences, and targeted outreach.

Requirements

At least 8-10 years of relevant industry experience.
Significant technical acumen, including investment depth and understanding of investment concepts and strategies across asset classes.
Intellectual rigor and strong commercial judgment.
Gravitas and the ability to establish credibility and build trust with internal and external stakeholders.
Exceptional written, verbal, and presentation skills, with the ability to translate complex investment strategies into clear portfolio roles and use cases.
A highly collaborative operating style, combined with the ability to work independently and drive cross-functional execution.
An entrepreneurial, self-starting approach, balanced by depth of thought and sound judgment.
A strong results-oriented mindset, with the ability to identify opportunities and advance initiatives to completion.
Highly organized and proactive, with strong project-management and time-management capabilities.
FINRA Series 7 and 63 licenses (or the ability to obtain) in accordance with firm policy.

Skills

Investment depth
Understanding of investment concepts and strategies across asset classes
Commercial judgment
Written communication
Verbal communication
Presentation skills
Collaboration
Independent work
Cross-functional execution
Entrepreneurial approach
Project management
Time management
Negotiation
Creative problem-solving

Location

Western region of the U.S.

Work Type

Hybrid (4 days in office, 1 day remote)

Experience Level

8-10 years of relevant industry experience

Education Level

CFA, MBA, or other advanced degree strongly preferred

Salary/Compensations

USD 120,000 - 225,000

Benefits

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/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 across global capital markets.
Their investment solutions cater to institutional clients in over 60 countries.
The firm leverages proprietary research and a collaborative culture.
As a private partnership, their ownership structure fosters a long-term perspective aligned with client interests.

Equal Opportunity

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.
If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.