Business Development Manager - West
Core
Drive new business development and asset growth for institutional clients (Public Funds, Endowments, Corporates) in the Western U.S. by aligning client needs with Wellington's investment capabilities.
Role type
Senior Business Development Manager (Institutional Sales)
Builds
New business opportunities and asset growth for institutional clients
Domain
Asset Management / Institutional Investment
Deliverable
client delivery
Required skills
Institutional client relationship development, new business origination and conversion, strategic consultative approach, senior-level relationship building, cross-functional partnership, complex investment capability translation
Preferred skills
MBA or CFA/CAIA certification, Series 7 and 63 licenses, extensive leadership experience with institutional portfolios
Technologies
N/A
Responsibilities
Develop and execute regional business development strategy, originate and manage new business opportunities, build relationships with institutional allocators and consultants, represent firm's investment philosophy, partner with internal teams for coordinated coverage, align client objectives with investment capabilities
Seniority
Senior, hands-on IC
