Consultant Relations Manager

Job Description

Consultant Relations Manager | Wellington Management

The Tone:
This is a full-time role at Wellington Management, located in the Western region of the U.S. with a hybrid work model primarily based in San Francisco, California. Wellington Management provides extensive investment management capabilities across nearly all segments of the global capital markets, crafting tailored investment solutions for institutional clients worldwide. This role is crucial for developing and executing strategic engagement and growth plans with institutional consultants and OCIO providers in the Western U.S., significantly impacting the firm’s growth and client retention. The Consultant Relations Manager will strengthen awareness of Wellington’s investment expertise and build conviction in its diverse range of traditional and alternative investment capabilities.

The TL;DR
• Role: Full Time
• Type: Hybrid
• Location: Hybrid – San Francisco, California, USA
• Pay: $120000–$225000 yearly
• Team: Global Consultant Relations team
• Mission: Develop and execute strategic engagement and growth plans with institutional consultants and OCIOs in the Western U.S. to drive sales, placement, and retention.

What You’ll Actually Do
• Develop: Execute strategic engagement and growth plans for priority consultant relationships, leading OCIO providers, and select OCIO search firms.
• Manage: Serve as the primary contact for key organizations with a presence in the Western region of the US, building multi-level relationships across various teams and decision makers.
• Articulate: Clearly articulate Wellington’s investment strategies, their differentiated outcomes, role in a portfolio, and implementation considerations to build conviction.
• Collaborate: Partner with Portfolio Management, Product Management, Business Development, and Relationship Management colleagues to coordinate coverage and position investment capabilities.
• Lead: Oversee strategy reviews, product introductions, platform approval processes, RFPs, finalist presentations, portfolio reviews, and other due-diligence activities.

The Must-Haves
• Background: Career level: Manager. Deep understanding of the institutional consulting and OCIO landscape, including manager research processes, discretionary portfolio construction, various vehicle types, and institutional client governance frameworks. Possesses significant technical acumen, investment depth, and a thorough understanding of investment concepts and strategies across all asset classes.
• Experience: At least 8-10 years of relevant industry experience.
• Skills: Intellectual rigor and strong commercial judgment; exceptional written, verbal, and presentation skills with the ability to translate complex investment strategies; 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; highly organized and proactive, with strong project-management and time-management capabilities.
• Bonus: A CFA, MBA, or other advanced degree is strongly preferred. FINRA Series 7 and 63 licenses (or the ability to obtain) in accordance with firm policy.