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Associate Relationship Manager - US Wealth

External
wellington logoWellington · Boston, MA
Full-timeOn-site2w ago
Excel
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About the role

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. THE POSITION We are seeking a dynamic Associate Relationship Manager to join our US Wealth Management Team within the Client Platform. The Associate Relationship Manager will be based out of our Boston or New York office and will partner with Relationship Managers and Business Development Managers to deliver exceptional client servicing and relationship management across the wealth channel in the US .

Responsibilities

  • ESSENTIAL SKILLS
  • The following skills are required for the role:
  • Growth mindset - The flexibility and openness to continue learning, evolving and growing is required . The successful candidate will have a global perspective and creative approach for thinking about innovation and the future of the business.
  • Strive for excellence - The candidate will be ambitious, driven and seek to differentiate him or herself by consistent ly producing high-quality work . They will understand it is a competitive business and know we can earn trust and grow client relationships by delivering excellent client service.
  • OTHER QUALIFICATIONS
  • A successful candidate will also have the following qualifications:
  • Deep understanding of financial markets and asset management industry.
  • Willingness to travel within the US .
  • Ability to collaborate with experienced, cross-functional teams.
  • Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment.
  • Independence of thought, intellectual curiosity, and entrepreneurial nature.
  • Strong work ethic and attention to detail.
  • Strategic and tactical thinker with solid organizational skills.
  • Ability to communicate (verbally and in writing) clearly with conviction and contribute to an open dialogue.
  • Comfortable and articulate speaker and presenter.
  • Possess maturity, polish, and personal presence

Benefits

Health insurance

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