Regional Director - Wealth (Wholesaler)

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. We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington's public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process. We're looking for someone who can be a thought partner as we build a world-class distribution and servicing model. The candidate will be entrepreneurial, team oriented, collaborative and will actively participate in prospecting, territory management, finals presentations, and investment reviews. He or she will travel extensively to meet with Northern California/Pacific Northwestern financial advisors and will also participate in national and regional focused meetings. Ideally, this Regional Director will live within the territory.

Requirements

• Bachelors 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 & presentation skills with an ability to influence others
• Strong ability to easily establish and maintain relationships
• Ability and desire to learn
• Series 7 & 63
• Proficient in Salesforce, Excel, and Outlook
• CFA or CAIA additive but not required
• We believe that in person interactions i

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