Business Development Manager - West
CFA Institute, San Francisco, CA, United States
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 currently manages approximately $1.3 trillion in assets globally. The Americas Institutional Group (AIG) is seeking an experienced Business Development Manager focused on the Western region of the U.S., a strategically important market for the firm. This role partners with Public Fund, Endowment and Foundation, Corporate, and Taft‑Hartley clients and their consultants across the region, driving new business development and asset growth while serving as a strategic thought partner to existing and prospective clients.
Key Responsibilities
Develop and execute a regional business development strategy to drive asset growth across institutional clients and consultants in the Western U.S.
Originate, manage, and convert new business opportunities by aligning client needs with Wellington's investment capabilities.
Build and deepen senior-level relationships with institutional allocators, investment staff, and consultants.
Represent Wellington's long‑term investment philosophy through a consultative, content‑led approach.
Partner closely with internal Relationship Management, Consultant Relations, Product Management, and Portfolio Management teams to deliver coordinated, high‑quality client and prospect coverage across the region.
Align client objectives with Wellington's full range of investment capabilities across public and private markets, including both existing and customized solutions.
Essential Skills
Proven track record
of developing institutional client relationships and generating new business across equity, fixed income, and alternative strategies
Strategic, consultative approach
with the ability to influence senior decision‑makers and translate complex investment capabilities into client‑relevant solutions
Strong collaborative skills
and effectiveness in a matrixed environment, partnering across client, product, infrastructure, and investment teams
Intellectual curiosity, adaptability, and a growth mindset , with awareness of evolving market dynamics and client needs
Qualifications
Minimum 10 years of experience within the investment industry
Extensive leadership experience working with clients and related investment portfolios of institutional investors
Independence of thought, intellectual curiosity, and an entrepreneurial nature
Established credibility and commerciality with generating new business opportunities and managing relationships
Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across firm
Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver
Ability to travel with frequency
Ideally based in Wellington's San Francisco office
Strong academic credentials: MBA and/or CFA/CAIA (or equivalent) preferred though not required
Series 7 and 63 licenses required
Benefits and Compensation
Base salary range: USD 120,000 – 225,000.
We are committed to a total compensation approach that includes salary, variable compensation and benefits. Other rewards may include a discretionary Corporate Bonus and/or Incentives if eligible. Our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, bike‑sharing, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
We believe that in‑person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. This approach supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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.
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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 currently manages approximately $1.3 trillion in assets globally. The Americas Institutional Group (AIG) is seeking an experienced Business Development Manager focused on the Western region of the U.S., a strategically important market for the firm. This role partners with Public Fund, Endowment and Foundation, Corporate, and Taft‑Hartley clients and their consultants across the region, driving new business development and asset growth while serving as a strategic thought partner to existing and prospective clients.
Key Responsibilities
Develop and execute a regional business development strategy to drive asset growth across institutional clients and consultants in the Western U.S.
Originate, manage, and convert new business opportunities by aligning client needs with Wellington's investment capabilities.
Build and deepen senior-level relationships with institutional allocators, investment staff, and consultants.
Represent Wellington's long‑term investment philosophy through a consultative, content‑led approach.
Partner closely with internal Relationship Management, Consultant Relations, Product Management, and Portfolio Management teams to deliver coordinated, high‑quality client and prospect coverage across the region.
Align client objectives with Wellington's full range of investment capabilities across public and private markets, including both existing and customized solutions.
Essential Skills
Proven track record
of developing institutional client relationships and generating new business across equity, fixed income, and alternative strategies
Strategic, consultative approach
with the ability to influence senior decision‑makers and translate complex investment capabilities into client‑relevant solutions
Strong collaborative skills
and effectiveness in a matrixed environment, partnering across client, product, infrastructure, and investment teams
Intellectual curiosity, adaptability, and a growth mindset , with awareness of evolving market dynamics and client needs
Qualifications
Minimum 10 years of experience within the investment industry
Extensive leadership experience working with clients and related investment portfolios of institutional investors
Independence of thought, intellectual curiosity, and an entrepreneurial nature
Established credibility and commerciality with generating new business opportunities and managing relationships
Effective interpersonal and communication skills with ability to articulate and integrate numerous viewpoints and mobilize/influence across firm
Ability to navigate stressful situations with poise, focused on being a calming presence, active listener and pragmatic problem solver
Ability to travel with frequency
Ideally based in Wellington's San Francisco office
Strong academic credentials: MBA and/or CFA/CAIA (or equivalent) preferred though not required
Series 7 and 63 licenses required
Benefits and Compensation
Base salary range: USD 120,000 – 225,000.
We are committed to a total compensation approach that includes salary, variable compensation and benefits. Other rewards may include a discretionary Corporate Bonus and/or Incentives if eligible. Our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, bike‑sharing, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
We believe that in‑person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. This approach supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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.
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