Portfolio Advisor
1 day ago
Wellington Management is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide. Our team of experts provides tailored investment strategies that span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.
About the RoleWe are seeking a highly skilled and motivated individual to join our Wealth Management team as a Portfolio Advisor - Alternatives Wealth Sales. As a key member of our team, you will be responsible for generating investment sales to financial advisors across wire houses, independent and regional broker-dealer, and other large wealth platforms. Your primary focus will be marketing Wellington's public and private investment strategies to both new and existing clients across the wealth ecosystem.
Key Responsibilities- Develop and execute a sales strategy to generate investment sales to financial advisors
- Build and maintain relationships with financial advisors and wire houses
- Market Wellington's public and private investment strategies to clients
- Collaborate with cross-functional teams to develop and implement sales initiatives
- Travel extensively to meet with financial advisors and attend national and regional meetings
- Bachelor's degree
- 7-10 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 additive but not required
We offer a comprehensive and competitive compensation package, including a base salary range of USD 100,000 - 225,000, discretionary corporate bonus, and incentives. We also offer a comprehensive benefits package, including retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts, and commuter program.
We are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Our benefits package is designed to support the unique needs of our employees and their families.
At Wellington Management, we are dedicated to building and maintaining a diverse and inclusive workforce. We welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
For more information, please visit our website at https://www.wellington.com/en/.
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