About Us 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. About the Role 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 The Associate Relationship Manager supports the Relationship Manager as the primary internal and external point of contact. This role focuses on meeting our clientsu2019 servicing needs while deepening relationships through proactive, multiu2011touch engagement. The ideal candidate will will possess a deep understanding of the investment strategies in which their clients have allocations and demonstrate in-depth knowledge of the client marketplace, including regulatory, accounting, tax, and asset allocation considerations. The Associate Relationship Manager will work closely with subject matter experts firmwide to uncover and onboard new client accounts, proactively contribute to defense work to retain
Job Title
Associate Relationship Manager - US Wealth