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Relationship Manager

1 month ago

Chicago, Illinois, United States Wellington Management Company, LLP Full time
About Us

Wellington Management Company, LLP is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide. Our team of experienced professionals provides tailored investment strategies and solutions to meet the unique needs of our clients.

About the Role

The Americas Institutional team at Wellington Management is seeking a skilled Relationship Analyst to support our sales initiatives across our investment platform. The successful candidate will work closely with our Business Developers, Relationship Managers, and Consultant Relations Managers to identify and implement investment solutions for our clients.

The ideal candidate will have a strong analytical and communication skillset, with the ability to learn quickly and manage multiple projects simultaneously. They will be responsible for collecting and analyzing prospect, client, competitor, and industry information, participating in client/prospect calls and meetings, and creating comprehensive responses to and materials for presentations, RFPs, and other client requests.

Responsibilities
  • Develop an understanding of Wellington Management's product offerings and services
  • Serve as a contact for prospects/clients/investment consultants and for Wellington Management in the region
  • Prepare briefing packages and presentation materials for prospect/client/consultant calls and meetings
  • Respond to ad-hoc inquiries and follow-up questions from meetings
  • Schedule, coordinate, and participate in external calls and onsite visits
  • Conduct deep analysis on potential client and prospect new business opportunities
  • Respond to Requests for Proposal by working with Investment Product and Fund Strategies, and other subject matter experts to ensure that each RFP is completed thoroughly
  • Maintain an understanding of competitive peer groups and conduct peer analysis, business management, and strategy work
  • Follow trends in the industry and report findings to the team
  • Serve as a member of the relationship team to support our clients' inquiries, cash flow requests, and reporting requirements
  • Navigate various internal data systems confidently, using creativity to build reports, source data points, and independently pull together responses to prospect due diligence requests
  • Support marketing efforts, including managing internal and external materials, working with third-party vendors on research initiatives and requests, and coordinating webinars, special events, and industry conferences

Qualifications
  • Must be able to work in a fast-paced environment requiring focus, creativity, and problem-solving skills
  • Strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects
  • Proficiency using Microsoft Excel and Word, with experience with Salesforce a plus
  • A bachelor's degree, with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA, or other graduate-level degree
  • At least two years prior experience in the investment industry
  • A positive attitude, terrific work ethic, very strong attention to detail, and sense of humor are absolutely required
  • Must be self-directed and requires an individual who can work independently under tight time constraints and evolving priorities

Compensation
The base salary range for this position is USD 65,000 - 150,000. This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets, role, skills, and experience. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.