Consultant Relations Manager - West
Core
Develop and execute strategic engagement and growth plans with key institutional consultant and OCIO firms in the Western US to build conviction in Wellington's investment capabilities.
Role type
Senior IC Consultant Relations Manager
Builds
Strategic partnerships with OCIO providers and advisory businesses
Domain
Institutional Asset Management / Investment Consulting
Deliverable
client delivery
Required skills
Strategic planning, relationship management, investment strategy articulation, market intelligence, negotiation, project management
Preferred skills
CFA, MBA, FINRA Series 7 and 63 licenses
Technologies
None stated
Responsibilities
Develop strategic engagement plans for priority consultant relationships; Serve as primary contact for key organizations in the Western US; Contribute to building conviction in Wellington's strategies; Develop deep knowledge of client business strategies and decision-making processes; Partner with internal teams to coordinate coverage; Activate negotiation skills to establish new growth pathways; Lead strategy reviews, product introductions, and due-diligence activities; Translate research support into tangible outcomes like searches and new mandates.
Seniority
Senior, hands-on IC