Senior Fixed Income Portfolio Manager

5 days ago


Boston, Massachusetts, United States Wellington Management Full time

About the Role

We are seeking an experienced Director of Financial Reserves Management to join our Americas Institutional Group (AIG) Management Team within our Client Group Team.

The AlG Management Team is responsible for ensuring Wellington has a world-class client facing individuals focused on serving and growing our institutional relationships in North America.

The Director of FRM will lead and grow our FRM business, providing leadership and development to an existing team of managers and analysts charged with assisting clients and their consultants with long-term investment strategy and policy issues.

Evaluating portfolio risks and performance, developing policy guidelines, and all aspects of client reporting and communication are key responsibilities of this role.

The Director of FRM will have dedicated client coverage, playing a hybrid business development and relationship management role, collaborating with clients across various market sectors.

Essential Skills

  • Client-centric, insurance acumen and track record: The ideal candidate must exhibit in-depth knowledge of financial markets and an ability to influence through a content-led, consultative sale approach.
  • Superior collaboration and leadership skills: The successful candidate will thrive being part of a highly collaborative team, building strong trusting relationships internally with other client facing personnel, product managers, portfolio managers, credit analysts.
  • Growth mindset: The flexibility and openness to continue learning, evolving, and growing is required, having a global perspective and creative approach for thinking about innovation and the next generation of the investment industry.

Qualifications

  • Minimum 10 years of experience within the investment industry, with a background in insurance and deep knowledge of fixed income;
  • Extensive leadership experience working with clients and related investment portfolios of institutional investors;
  • Independence of thought, intellectual curiosity, and an entrepreneurial nature;
  • Established credibility and commerciality with generating new business opportunities and managing relationships;
  • Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across firm;
  • Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver;
  • Strong academic credentials: MBA and/or CFA/CAIA (or equivalent) preferred though not required.

Salary and Benefits

The base salary range for this position is USD 100,000 - 225,000. This range takes into account the wide range of factors that are considered when making compensation decisions.

In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families.



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