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 is seeking a highly motivated and detail-oriented Relationship Analyst (RA) to join our US Wealth team. This individual will play a critical role in supporting the firm’s sales and relationship management efforts with wealth management clients across the United States. The RA will be responsible for coordinating a wide range of client-related activities, partnering closely with relationship managers, business development professionals, and internal functional teams to ensure the seamless execution of each client’s investment, operational, and reporting requirements. The ideal candidate will demonstrate strong analytical, communication, and organizational skills, along with a commitment to delivering exceptional client service in a dynamic and collaborative environment.

RESPONSIBILITIES

• Provide timely, accurate, and high-quality support to the firm’s US Wealth clients, including private banks, wirehouses, independent broker deals, RIAs, and other intermediaries.

• Develop a strong understanding of Wellington’s investment strategies and how they align with the needs of wealth management clients.

• Deliver customized client reporting and product-level content within the US Wealth channel.

• Build and maintain strong relationships with client and prospect contacts; participate in client meetings and calls as appropriate.

• Collaborate effectively with internal stakeholders across Investment Products & Strategies, Legal & Compliance, Marketing, and Operations to ensure a seamless client experience.

• Prepare briefing materials and presentation decks for client meetings, sales calls, and internal strategy sessions.

• Coordinate and execute operational aspects of client relationships, including onboarding, transitions, guideline updates, benchmark changes, and account closures.

• Conduct portfolio and business analysis to support client retention and new business development efforts.

• Maintain awareness of industry trends, peer group positioning, and competitive intelligence to inform strategic initiatives.

• Contribute to team-wide projects and initiatives that enhance the effectiveness and scalability of the US Wealth business.

• Demonstrate flexibility and a team-oriented mindset by supporting colleagues during peak periods or on cross-functional initiatives.

QUALIFICATIONS

·Must be able to work in a fast-paced environment requiring focus, creativity, and problem-solving skills

·Strong analytical and communication skills, excellent judgment, and the ability to learn quickly and manage simultaneous projects

·The job entails extensive written and analytical work, thus proficiency using both Microsoft Excel and Word are required and experience with Salesforce is a plus

·A bachelor's degree required with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree.

·At least two years prior experience in the investment industry

·A positive attitude, terrific work ethic, very strong attention to detail, and sense of humor are required.

·Must be self-directed and requires an individual who can work independently under tight time constraints and evolving priorities.

JOB TITLE

Relationship Analyst - US Wealth

JOB FAMILY

Relationship Management

LOCATION

280 Congress

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,