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Relationship Development Specialist

2 months ago

Boston, Massachusetts, United States Wellington Management Full time
About the Role

Job Description

The Relationship Analyst ('RA') will be accountable for coordinating client-related activities within our Client Group, working with the relationship teams as well as other Wellington line functions to ensure that we successfully deliver on the agreed-upon operating and reporting requirements of each of our client relationships.

Responsibilities:

  • Client Portfolio Analysis
    • Develop an understanding of the fundamentals of Wellington's investment approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting.
  • Product Expertise
    • Develop an expertise in the sub-advisory channel for the Financial Intermediaries Group regarding clients' investments to develop and deliver product-level content in client reporting.
  • Client Relationship Building
    • Build and maintain strong relationships with appropriate client/prospect contacts and participate in external meetings as appropriate.
  • Internal Collaboration
    • Build internal network relationships and manage internal stakeholders for effective collaboration.
  • Client Support
    • Prepare briefing packages and presentation materials for client calls and meetings.
  • Operational Inquiries
    • Coordinate and/or execute operational inquiries and changes of the client relationship such as client on-boarding, client portfolio closures, client transitions, guideline changes, benchmark changes, etc.
  • New Business Opportunities
    • Conduct analysis on potential new business opportunities.
  • Competitive Analysis
    • Maintain an understanding of competitive peer groups and conduct peer analysis, business management, and strategy work.
  • Team Support
    • Willingness to pitch in during peak periods across the team and potentially for other teams in the Client Group.
  • Project Work
    • Eventually contribute to project work and initiatives that advance the group and firm forward.

Qualifications:

  • Strong Analytical Skills
    • Must be able to work in a fast-paced environment requiring focus, creativity, and problem-solving skills.
  • Excellent Communication Skills
    • Strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects.
  • Technical Proficiency
    • The job entails extensive written and analytical work, thus proficiency using both Microsoft Excel and Word are required and experience with Salesforce is a plus.
  • Education and Experience
    • A bachelor's degree required with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate-level degree.
  • Previous Experience
    • At least two years prior experience in the investment industry.
  • Personal Qualities
    • A positive attitude, terrific work ethic, very strong attention to detail, and sense of humor are required.
  • Independence and Adaptability
    • Must be self-directed and requires an individual who can work independently under tight time constraints and evolving priorities.