Wellington
Business Development Manager - West
San Francisco, CA, United States
Sponsorship not specified$120k-$225kDetected 30 days ago
Business DevelopmentExcelResearchLeadershipCommunicationAdaptabilityCFA
About the role
- 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.
- 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
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.
- 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
- Series 7 and 63 licenses required
- The following essential skills are required for the role:
Nice to have
- 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
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
- Proven track record of developing institutional client relationships and generating new business across equity, fixed income, and alternative strategies
- 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.
- 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.
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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