Director, Intermediary Distribution

Wellington Management Company, LLP
Boston, USA
16 Jun 2022
16 Jul 2022
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 60 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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

We are seeking a talented, driven individual to fill a Director, Intermediary Distribution position. The candidate will be responsible for generating investment sales to financial advisors and private bankers at Global Financial Institutions. The primary focus will be marketing Wellington's alternative investment strategies to both new and existing clients across the largest global wealth platforms. The successful candidate will bring alternatives expertise and a keen understanding of the wealth distribution process. We're also looking for someone who can provide insights on the infrastructure and operations required to build 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 in the region to meet with local financial advisors and will also participate in national and regional focused meetings. Wellington has been managing alternative strategies for over 27 years and today has $30bn+ in client assets invested across a range of hedge fund and private equity approaches. We also plan to expand our private investing offerings into areas like credit and real estate as we build out a world-class, diversified alternatives platform.

  • Bachelors degree
  • 5-10 years of demonstrated success in external sales with financial advisors
  • Proven background in alternative investments
  • Expertise in managing a large territory including optimizing time allocation to maximize sales
  • Excellent communication & presentation skills with an ability to influence others
  • Strong ability to easily establish and maintain relationships
  • Ability and desire to learn
  • Series 6 & 63 Series 7
  • Proficient in Salesforce, Excel, and Outlook
  • CFA or CAIA additive but not required
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

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 . 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 .

Similar jobs

Similar jobs