Teams at Wellington Management

Supports relationship and business development teams serving institutional and wholesale investment clients. Responsibilities include preparing client materials, analyzing portfolio and product information, coordinating meetings and communications, maintaining CRM data, managing RFIs and RFPs, responding to inquiries, and supporting client roadshows and reviews. The role requires investment management knowledge, strong analytical and communication skills, attention to detail, and proficiency with Microsoft Office.

Monitors investment transactions and holdings for compliance with client guidelines and regulatory requirements. Reviews investment management agreements, codes and maintains rules in ION Sentinel, provides real-time pre-trade support, resolves post-trade exceptions, and collaborates with relationship, product, and portfolio management teams. Requires knowledge of equity, fixed income, derivatives, and relevant regulatory regimes.

Own the vision, roadmap, prioritization, backlog, and measurable outcomes for Client Platform data and analytics products. Translate business and user needs into governed, reusable capabilities supporting reporting, analytics, workflows, automation, and AI. Lead discovery, stakeholder alignment, delivery decisions, adoption, risk management, and cross-functional collaboration with engineering, design, data, operations, risk, compliance, and business teams in a regulated financial-services environment.