Portfolio Manager

4 weeks ago


Étreux, Hauts-de-France, United States Wellington Management Full time
About Us

Wellington Management is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide. Our investment strategies are designed to meet the unique return and risk objectives of our clients, and we pride ourselves on our collaborative culture and robust body of proprietary research.

About the Role

We are seeking a talented and driven individual to fill a Wealth Management, Alternatives distribution role on the East Coast. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker-dealer, and other large wealth platforms.

The primary focus will be marketing Wellington's public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process. We're also looking for someone who can be a thought partner as we build a world-class distribution and servicing model.

The candidate will be entrepreneurial, team-oriented, collaborative, and will actively participate in prospecting, territory management, finals presentations, and investment reviews. He or she will travel extensively to meet with east coast financial advisors and will also participate in national and regional focused meetings.

QUALIFICATIONS

  • Bachelor's degree
  • 7+ years of demonstrated success in external sales with financial advisors and wire houses
  • Proven background in asset management and alternative investments
  • Expertise in managing a large territory, including optimizing time allocation to maximize sales
  • Excellent communication and presentation skills, with the ability to influence others
  • Strong ability to establish and maintain relationships
  • Ability and desire to learn
  • Series 6 & 63 Series 7
  • Proficient in Salesforce, Excel, and Outlook
  • CFA or CAIA a plus, but not required


We are dedicated to building and maintaining a diverse workforce and consider a broad array of candidates with a variety of skills, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by applicable law.
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