Relationship Analyst

Wellington Management Company, LLP
San Francisco, USA
Jan 20, 2023
Feb 19, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.

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.

About the Role


Relationship Analysts (RAs) within the Global Consultant Relations team will partner with multiple Consultant Relations Managers (CRMs) across the team and have the skills necessary to assist with all aspects of a consultant relationship. Importantly, RAs serve to support our consultant relationships and act as a partner to managers. A successful RA will work closely with managers to drive the agenda with each consulting firm and bring the resources of the organization to bear on behalf of the consultant with the goal of delivering a high level of service that will exceed the consultant's expectations and position Wellington Management as the partner of choice.

This is a dynamic team. The Global Consultant Relations team is charged with managing consultant relationships with a focus on cultivating new business and expanding existing relationships. Consultant relationships are critical to our firm as a significant share of our clients rely on the advice of these consultants for investment decisions. As such, the consultants represent a significant source of leverage for business growth, client service, and retention.

  • Conduct analysis and respond to inquiries on a variety of topics, including market and investment focused inquiries.
  • Develop a strong understanding of the depth and breadth of Wellington Management's product offerings
  • Support CRM efforts in maintaining/new consultant ratings, updates on common strategies, and new business opportunities
  • Prepare briefing materials, coordinate and lead prep meetings, submit and coordinate requests for materials, and review presentation materials for consultant meetings
  • Prepare for and participate in consultant conference calls and meetings, focusing on content, key takeaways, and outcomes; handle meeting follow up
  • Maintain internal systems with up-to-date information on consultant contacts, areas of priority, activities and opportunities
  • With the CRMs, execute strategy for retaining and growing our business with consultants
  • Collaborate with Investment Product & Strategies and the Client Service Group to ensure consultants are provided with accurate and timely data for new and existing products. This includes responding promptly to all consultant inquiries for information, coordinating with other functional areas as needed
  • Work with Relationship Managers, Business Development Managers, and Investment Product & Strategies teams, to ensure the effective coordination and communication of ongoing consultant relations initiatives
  • As needed, coordinate product review conference calls with the research staff at consulting firms to ensure our product capabilities are positioned for inclusion in investment manager searches
  • Coordinate webinars and special events for consultants; attend industry conferences (as agreed with CRM)
  • Understanding of asset management and the consultant relations function
  • Demonstrated passion for and understanding of global capital markets, investment styles and instruments
  • Ability to think strategically and collaborate with CRMs to define a plan for retaining and growing consultant relationships
  • Strong problem solving ability including creative thinking combined with a collaborative approach in seeking the broader audience
  • Analytical capabilities to both retrieve data and understand the implications of that data
  • Ability to work independently and proactively; to multi-task in a fast paced and team oriented environment under tight deadlines with high volume of competing demands; demonstrate grace under pressure
  • Ability to work effectively within a team environment and a willingness to "pitch in" when necessary
  • Strong organizational skills and attention to detail to manage a high volume of activity under tight deadlines
  • Sound business judgement coupled with strong analytical/problem solving skills
  • Demonstrated interpersonal and relationship skills
  • Excellent presentation and communication skills, both oral and written
  • 2-5 years of relevant experience
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 .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 65,000 - 150,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

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