Wellington

Wellington

Regional Director - Wealth (Wholesaler)

San Francisco, CA, United States · Director

Sponsorship not specified$120k-$225kDetected 30 days ago
SalesforceExcelResearchCommunicationPublic SpeakingMicrosoft OfficeCFA

About the role

  • We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region.
  • This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms.
  • The primary focus will be marketing Wellington's public and private investment strategies to both new and existing clients across the wealth ecosystem.

Responsibilities

  • In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.
  • We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Requirements

  • Bachelors degree
  • 7-10 years of demonstrated success in external sales with financial advisors and wire houses
  • Proven background in asset management and alternative investments
  • Expertise in managing a large territory including optimizing time allocation to maximize sales
  • Excellent communication & presentation skills with an ability to influence others
  • CFA or CAIA additive but not required
  • Strong ability to easily establish and maintain relationships
  • Ability and desire to learn
  • Series 7 & 63
  • Proficient in Salesforce, Excel, and Outlook
  • 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 r ace, 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:

Nice to have

  • Ideally, this Regional Director will live within the territory.

Compensation

  • USD 120,000 - 225,000 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.

Benefits

  • Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.

Company info

  • 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.
  • We're looking for someone who can be a thought partner as we build a world-class distribution and servicing model.

Visa & Work Authorization

  • 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
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This listing is sourced directly from Wellington's careers page and normalized into a canonical job model.