Relationship Manager, UK

London, England, United Kingdom

11/20/2024

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

THE COMPANY

Tracing our roots to 1928, Wellington Management is one of the world’s largest independent investment management firms. With over US$1.2 trillion in assets under management as of 30 September 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity, because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

Role & Responsibilities

We are currently seeking to recruit an experienced Relationship Manager to join the Client Group in London. The successful candidate will play a key role, in partnership with Business Development Manager colleagues, managing a large and complex book of assigned clients, driving the relationship management needs, and delivering exceptional service.

Primary Responsibilities Will Include

• Independently and proactively leading engagements with clients to understand their investment and servicing needs, including discussing their portfolios with Wellington, providing high level service expertise, and hosting client meetings;
• Cultivating and executing on cross sell opportunities;
• Partnering with Business Development Managers on shared accounts, analyzing performance data, investment characteristics, and risk profiles of client portfolios, and attending portfolio reviews and defence meetings;
• Serving as a central point of contact internally and externally to ensure that client servicing needs are met;
• Preparing for, leading, and providing follow-up on, client meetings and inquiries;
• Building and demonstrating a deep understanding of the industry / market / channel in which their clients operate;
• Understanding how each client’s overall objectives influence their investment and servicing requirements;
• Demonstrating in-depth knowledge of, and appreciation for, the client marketplace, including regulatory, accounting, tax, and asset allocation considerations;
• Managing client expectations, balancing the interests of both clients and the firm;
• Developing team members by identifying and carving out opportunities for less experienced colleagues to work independently;
• Working closely with subject matter experts firmwide to onboard new client accounts;
• Partnering with other functional areas to address client issues, concerns, and opportunities;
• Liaising with clients and internal parties to ensure compliance with applicable regulations;
• Identifying opportunities to create efficiencies, and assisting in internal initiatives to implement recommendations.
  
  
  

Qualifications / Characteristics

The successful candidate is likely to have:

• A strong academic background, ideally including a relevant professional qualification (e.g. CFA) or progress towards one:
• 10+ years of relevant professional experience, including a proven track record of successfully building and managing relationships with clients;
• Expertise in managing a large territory, and the ability and willingness to travel;
• Excellent communication and presentation skills, with an ability to influence others;
• An innovative and growth mindset;
• An ability to operate calmly under pressure;
• Demonstrable leadership skills, and team development experience.
• Proficiency in Salesforce, Excel and Outlook.
  
  
  

Please note that this is an SMCR certified persons role.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

Please note that we are only able to respond to successful applicants.

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 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.