Relationship Analyst

Overview

We are seeking a dynamic Relationship Analyst to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Western US region. The Analyst, based in our San Francisco office, will work closely with Consultant Relations Managers, Business Developers, and Relationship Managers to deliver exceptional client service and to drive business development with our clients and consultants.

Responsibilities

• Work closely with members of the AIG‑West team on a portfolio of assigned consultant and client accounts.
• Conduct analysis on client accounts, initiate investigations, respond to inquiries on a variety of topics, and perform other tasks as appropriate.
• Coordinate prospect reporting, presentations, account maintenance, and ad‑hoc requests, collaborating closely with our Product Management, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting teams.
• Champion data accuracy and insight‑driven reporting, leveraging the DMP (Delivery Management Platform) for client reporting.
• Update requirements on existing accounts and create new templates during onboarding, working in close partnership with our Client Service Operations teams.

Qualifications

• 2‑3 years of relevant client service experience, preferably within the Investment Management industry.
• Experience working with institutional clients and consultants is a plus.
• Self‑motivated and proactive, with the ability to manage multiple projects efficiently.
• Thrives in a fast‑paced, collaborative environment as part of a global team, requiring focus, teamwork, and creativity.
• Strong analytical skills, attention to detail, and organization.
• Excellent communication, problem‑solving skills, and judgment.
• Proficient in Microsoft Excel and Word; Salesforce experience preferred.

Benefits & Compensation

As a Relationship Analyst, you’ll gain: Hands‑on experience supporting business development and relationship management in one of the world’s most dynamic financial hubs.

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.