Wealth Retail Business Sales Specialist

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 Sales Specialist to serve as the operational engine behind our retail wealth distribution effort. This role partners directly with external and internal wholesalers to drive day-to-day advisor engagement, inbound triage, meeting follow-up, and opportunity acceleration, ensuring financial advisors receive timely , accurate , and high-quality support across inquiries, materials, scheduling, and Salesforce documentation.

Responsibilities

• What This Role Owns
• Inbound advisor inquiries: product questions, performance, positioning, documents, and process questions
• Timely, accurate follow-up - "first call resolution"
• Escalation routing to wholesalers when higher-touch engagement is needed
• All follow-up actions from meetings, events and campaigns
• Continuous outreach to keep opportunities warm and progressing
• Maintain clean accurate Salesforce documentation
• Sending the right product materials, market commentary, case studies, and product comparisons based on advisor needs
• Customized approved content for advisor conversations (not creating new content , but tailoring within compliance)
• Day-to-day coverage when wholesalers travel or are in meetings
• Ensure advisors experience seamless coverage regardless of which wholesaler is available
• Logging advisor touchpoints, sentiment, interest, and follow-up needs
• Identifying book trends (e.g., flows, redemptions, placement changes) and surfacing actionable patterns
• Scheduling and coordinating FA meetings on behalf of wholesalers, and serving as the administrative catch-all for day-to-day logistics that keep advisor engagement on track
• Core Responsibilities
• Wholesaler Leverage
• Partner closely with external and internal wholesalers to support regional sales goals
• Prepare materials (e.g., pitchbooks, product summaries, etc.)
• Assist internals with meeting follow up including information requests, scheduling, etc.
• Support strategic accounts teams with home office engagement and event coordination
• Sales Process Support
• Handle all inbound triage related to applications, paperwork, platforms, and investment questions (within licensing and compliance boundaries)
• Coordinate with investor services, onboarding, and operations to ensure a consistent advisor experience
• Track tasks, timelines, and advisor commitments in salesforce
• Assist in prioritizing advisors, wholesalers' calendars, and follow-up lists
• Monitor pipeline health and recommend actions to move opportunities forward
• Support virtual roadshows, webinars, and small group advisor education sessions
• Travel booking and e xpense report management including submitting , tracking, and reporting back to distributors
• Event support including managing materials, handouts, booth set up , etc.

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