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, serve as primary contact for key organizations, articulate differentiated investment outcomes, develop deep knowledge of client business strategies, partner with internal teams, activate negotiation skills, lead strategy reviews and due-diligence activities, translate relationships into tangible outcomes like new mandates, provide market feedback and competitive intelligence.
Seniority
Senior, hands-on IC