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

Wellington Management is seeking a highly motivated and detail-oriented Relationship Analyst (RA) to join our US Wealth team. This individual will play a critical role in supporting the firm’s sales and relationship management efforts with wealth management clients across the United States. The RA will be responsible for coordinating a wide range of client-related activities, partnering closely with relationship managers, business development professionals, and internal functional teams to ensure the seamless execution of each client’s investment, operational, and reporting requirements. The ideal candidate will demonstrate strong analytical, communication, and organizational skills, along with a commitment to delivering exceptional client service in a dynamic and collaborative environment.

RESPONSIBILITIES

• Provide timely, accurate, and high-quality support to the firm’s US Wealth clients, including private banks, wirehouses, independent broker deals, RIAs, and other intermediaries.

• Develop a strong understanding of Wellington’s investment strategies and how they align with the needs of wealth management clients.

• Deliver customized client reporting and product-level content within the US Wealth channel.

• Build and maintain strong relationships with client and prospect contacts; participate in client meetings and calls as appropriate.

• Collaborate effectively with internal stakeholders across Investment Products & Strategies, Legal & Compliance, Marketing, and Operations to ensure a seamless client experience.

• Prepare briefing materials and presentation decks for client meetings, sales calls, and internal strategy sessions.

• Coordinate and execute operational aspects of client relationships, including onboarding, transitions, guideline updates, benchmark changes, and account closures.

• Conduct portfolio and business analysis to support client retention and new business development efforts.

• Maintain awareness of industry trends, peer group positioning, and competitive intelligence to inform strategic initiatives.

• Contribute to team-wide projects and initiatives that enhance the effectiveness and scalability of the US Wealth business.

• Demonstrate flexibility and a team-oriented mindset by supporting colleagues during peak periods or on cross-functional initiatives.

QUALIFICATIONS

·Must be able to work in a fast-paced environment requiring focus, creativity, and problem-solving skills

·Strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects

·The job entails extensive written and analytical work, thus proficiency using both Microsoft Excel and Word are required and experience with Salesforce is a plus

·A bachelor's degree required with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree.

·At least two years prior experience in the investment industry

·A positive attitude, terrific work ethic, very strong attention to detail, and sense of humor are required.

·Must be self-directed and requires an individual who can work independently under tight time constraints and evolving priorities.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)