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Solutions Director - Americas Institutional & Global Multi-Asset Lead

External
wellington logoWellington · Boston, MA
Full-timeOn-site5d ago
Leadership
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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. Wellington is seeking a senior commercial leader to focus on two key areas. The primary focus if to help drive the growth and strategic positioning of the firm's Multi-Asset Solutions business globally. The second is in supporting the broader commercialization of Wellington's Solutions platform across Multi-Asset, Quantitative Investment Group(QIG), Equity Solutions, and public/private capabilities within the Americas Institutional client segment. The role will combine strategic leadership responsibilities with hands-on client engagement. This individual will partner closely with investment line management and senior investment leaders to help define and execute Wellington's global multi-asset solutions go-to-market strategy, while coordinating closely with existing regional and channel-based solutions teams across institutional and wealth businesses. The successful candidate will bring deep multi-asset expertise including public privates, strong commercial instincts, and extensive experience competing within the institutional solutions marketplace, including against established OCIO providers and open-architecture models. In parallel with the strategic multi-asset leadership mandate, the role will serve as a senior commercial representative for the broader Solutions platform within the Americas Institutional channel, helping promote Wellington's full solutions capabilities and connecting clients with the appropriate investment expertise across Multi-Asset, QIG, Equity Solutions, and related offerings. Candidate Qualifications The ideal candidate will combine strong investment acumen with commercial sophistication, executive presence, and strategic leadership capability. This individual will be highly collaborative, externally credible, and capable of driving both strategic direction and tangible commercial outcomes across Wellington's Multi-Asset and broader Solutions platform.

Responsibilities

  • Partner with investment line management to define and execute Wellington's global Multi-Asset Solutions commercial strategy, including determining where and how the firm can differentiate and win against established OCIO providers, consultants, and open-architecture solution models.
  • Serve as a senior commercial leader for the Multi-Asset Solutions business globally, helping align commercialization efforts across regions, client channels, and investment teams.
  • Take a more direct and hands-on commercial leadership role for Multi-Asset Solutions opportunities in partnership with our product specialists including helping originate, shape, and advance strategic institutional pursuits.
  • Lead commercialization efforts for Multi-Asset Solutions within the Americas Institutional channel, while also promoting the broader Wellington Solutions platform across QIG, Equity Solutions, and related capabilities.
  • Work closely with existing regional and channel-based solutions teams across institutional and wealth businesses to improve coordination, consistency of messaging, and commercial effectiveness for Multi Asset Solutions.
  • Establish strong partnerships with institutional business developers to broaden awareness and adoption of Wellington's solutions capabilities across institutional clients.
  • Partner closely with other product strategists to identify, advance, and appropriately transition commercial opportunities related to QIG and Equity Solutions capabilities.
  • Engage directly with institutional investors, consultants, and prospects to present Wellington's investment and solutions capabilities, uncover client challenges, and develop strategic investment dialogue.
  • Act as a senior commercial bridge between investment teams and distribution teams, ensuring complex investment capabilities are translated into clear, compelling, and differentiated client solutions.
  • Maintain deep awareness of institutional market trends, competitor positioning, consultant dynamics, and evolving client demands to help inform commercial priorities and strategic positioning.
  • Qualifications & Experience
  • Minimum of 15 years of industry experience, with the majority spent in senior commercialization, or multi-asset solutions business development roles at a leading global investment organization.
  • Demonstrated success commercializing multi-asset solutions with institutional investors and consultants, including public private experience.
  • Deep understanding of institutional portfolio construction,

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