Internal Wholesaler

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

We are seeking a talented, ambitious, driven individual to fill an internal wholesaling role on our US Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms. Core responsibilities include:

• Assisting external salespeople in developing and executing sales plans to promote Wellington private equity, credit and hedge fund strategies
• Lead and execute calling campaigns to introduce products, schedule meetings, and generate new business opportunities
• Track and follow up on leads to ensure a robust sales pipeline growth
• Build and maintain strong relationships with financial advisors, providing them with product information, updates, and support
• Work closely with the marketing, product development, and compliance teams to ensure consistent messaging and adherence to regulatory requirements
• Address and resolve any issues or concerns raised by financial advisors or external salespeople promptly and effectively

• Bachelor's degree
• 2-4 years of experience in financial services, preferably in a sales support or internal wholesaling role.
• Ability to work collaboratively with external salespeople and other internal team members
• Strong interpersonal and communication skills; able to develop relationships quickly
• Excellent attention to detail and organizational skills
• Curiosity, drive and a desire to learn
• Series 6 & 63 Series 7 preferred, or willingness and ability to pass exams upon hire.
• Proficient in Salesforce, Excel, and Outlook
• CFA or CAIA additive but not required

Not sure you meet 100% of our qualifications?  That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, 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 (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

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; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.   

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.  Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.