Insurance Strategist

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 Insurance Strategist will play a critical, franchise-protecting role in Wellington's global insurance business. The primary mandate is to build, scale, and institutionalize insurance solutions capability, with particular emphasis on Strategic Asset Allocation (SAA), regulatory-aware portfolio construction, and supporting infrastructure across global insurance regimes. This role is foundational to maintain existing insurance relationships, enabling complex mandates, and scaling the platform efficiently-not solely a revenue attribution role. The Insurance Strategist serves as the technical backbone of Wellington's insurance solutions platform, responsible for building scalable tools, systems, and processes that support insurance-specific Strategic Asset Allocation and portfolio analysis. The role enables the efficient, repeatable delivery of solutions across regions and regulatory regimes, while acting as a credible technical counterpart to actuaries, CIOs, regulators, and senior investment professionals. In addition, the role contributes to strengthening team infrastructure through the development and support of junior insurance resources.

Responsibilities

• Strategic Asset Allocation & technical execution:
• Lead and execute insurance-specific SAA work, including asset-liability considerations, regulatory constraints, capital efficiency, and portfolio optimization
• Own and deeply understand the assumptions, mechanics, and math behind SAA models
• Regulatory expertise:
• Maintain strong working knowledge of insurance regulatory regimes, including US and non-US frameworks
• Apply regulatory requirements pragmatically to portfolio design and SAA outcomes
• Infrastructure, tools, and scalability:
• Build and improve systems, tools, and workflows supporting insurance solutions
• Improve efficiency, turnaround time, and quality of outputs
• Client engagement (technical focus):
• Serve as technical authority in client discussions
• Communicate complex concepts clearly to actuaries and CIOs
• Team leadership and collaboration:
• Mentor and support junior resources
• Collaborate closely with PMs, strategists, and regional teams
• Essential Skills
• Deep technical background in insurance SAA, actuarial modeling, or insurance investment solutions
• Strong understanding of insurance regulation and capital frameworks
• Ability to build and work with quantitative models and analytical tools
• Experience scaling insurance solutions infrastructure
• Ability to translate technical outputs into client-ready explanations
• Collaborative leadership style
• OTHER QUALIFICATIONS
• Faster, cleaner, more scalable insurance SAA and regulatory work
• Strengthened technical credibility with clients and regulators
• Supported and retained junior team members through repeatable processes and coaching
• A scalable global insurance solutions platform with consistent, high-quality outputs
• USD 120,000 - 225,000 This range takes into account the wide range of factors that are conside

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