Portfolio Advisor

Wellington Management Company, LLP
Boston, USA
19 Jul 2019
06 Aug 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Tracing our roots to 1928, Wellington Management is one of the world's largest independent investment management firms. With US $1 trillion in assets under management as of 1 June 2019, 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. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
THE POSITION As part of Wellington Management's Global Relationship Group, the Portfolio Advisor will represent a range of Wellington Management investment strategies in interactions with clients, financial advisors, and distribution firm gatekeepers.
The Portfolio Advisor will be based in Boston or Chicago and be part of the firm's Global Relationship Group. The Portfolio Advisor must be willing to travel extensively serving clients in the field.


The Portfolio Advisor must possess investment and market knowledge and breadth to cover multiple investment strategies as a "portfolio manager proxy." Strategies include fixed income, equities, and alternatives. Topics the Portfolio Advisor will discuss include: overview of the WMC investment organization; descriptions of multiple funds' investment approaches, portfolio positioning, and performance drivers; and views on capital markets and the economy. The settings for presentations will include national sales meetings, regional financial advisor meetings, office visits, as well as conference calls. Presentations will range from large, group meetings to one-on-one sessions (e.g., gatekeepers at financial institutions), to dinner conversations.

  • BA/BS Degree
  • CFA required
  • 10 years experience marketing/selling mutual funds or separate accounts, or in an investment product management role

Portfolio Advisor

Global Relationship Group (GRG/WMP)

280 Congress

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive 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 GMCANINQ@wellington.com .

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