About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to the unique return and risk objectives of institutional clients in more than 60 countries.
About the Role
The Associate Relationship Manager will be based in Boston or New York and will partner with Relationship Managers and Business Development Managers to deliver exceptional client servicing and relationship management across the U.S. wealth channel.
Responsibilities
- Serve as the primary internal and external point of contact for clients.
- Meet clients’ servicing needs and deepen relationships through proactive, multi‑touch engagement.
- Uncover and onboard new client accounts in collaboration with subject‑matter experts firmwide.
- Contribute to defense work to retain “at risk” mandates.
- Oversee analyst activity and assist in internal initiatives as needed.
- Facilitate client meetings such as portfolio reviews and due‑diligence sessions.
- Act as a proxy to the Relationship Manager in client relationships when required.
Essential Skills
- 6‑10 years of experience within the investment industry and a deep understanding of the U.S. wealth investment landscape.
- Strategic thinker passionate about building and nurturing client relationships and delivering exceptional service to institutional and wealth investors.
- Superior collaboration and teamwork across Wellington.
- Strong interpersonal skills and ability to build trusting relationships with clients, industry contacts, and internal colleagues.
- Growth mindset, openness to learning, evolving, and growing, with a global perspective and creative innovation approach.
- Ambitious and driven, striving for excellence and differentiating through high‑quality work.
Other Qualifications
- Deep understanding of financial markets and the asset‑management industry.
- Willingness to travel within the U.S.
- Experience collaborating with cross‑functional teams.
- Strong interpersonal skills and a results‑oriented team‑based approach.
- Independence of thought, intellectual curiosity, and entrepreneurial nature.
- Strong work ethic, attention to detail, and solid organizational skills.
- Excellent verbal and written communication with conviction.
- Comfortable, articulate speaker and presenter with a mature presence.
Compensation & Benefits
Base salary range : USD 90,000 – 180,000. Salary is one component of the total compensation approach, with potential discretionary bonuses and incentives. The company offers a comprehensive benefits package including a retirement plan, health and wellness coverage, dental, vision, pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, back‑up childcare, tuition/CFA reimbursement, and paid time off (vacation, sick, volunteer).
Legal Notice
Wellington Management is an equal‑opportunity employer. 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, 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, please email for accommodation requests.
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