Client Integration Manager

Wellington Management

. Oversee planning, coordination and oversight of client and fund lifecycle events .

Posted 10/9/2026full-timeBoston • Massachusetts • United StatesSeniorLead💰 $120,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in investment management, with a strong focus on operational risk, project management, and client communication. Capable of leading complex client events and synthesizing multifaceted issues to deliver effective solutions.

Highest-signal resume keywords

10+ Years In Investment ManagementKnowledge Of Investment ProcessesKnowledge Of Custody OperationsProject Management SkillsExceptional Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesFund AdministrationSecurities KnowledgeDerivatives KnowledgeOperational Infrastructure KnowledgeRisk AwarenessEvent PlanningOperational ControlsClient Relationship ManagementProblem-Solving

Soft Skills

Organizational SkillsAbility To PrioritizeMultitasking Under Time ConstraintsTeam CollaborationBusiness Judgment

Industry Keywords

Client Lifecycle EventsFund Lifecycle EventsTransition ManagementAsset-In-Kind FlowsPortfolio ChangesCross-Functional CoordinationThird-Party AccountingOutsourcing ProvidersOperational TopicsSecurity Lifecycles

About the role

Key responsibilities & impact

Oversee planning, coordination and oversight of client and fund lifecycle events
Manage transition and operational events for Wellington’s sponsored fund ranges
Oversee new mandate fundings, terminations, asset-in-kind flows and product/portfolio changes
Apply effective project management with emphasis on operational risk and controls
Coordinate with infrastructure, investment and client platform teams
Manage internal cross-functional coordination and external communications
Communicate with clients, transition managers, custodian banks, third-party accounting agents, outsourcing providers and vendors
Evaluate event complexity, special requirements and risks
Ensure appropriate parties and functional groups are informed and engaged
Adjust strategy and execution based on client needs and internal policies and standards
Consider ongoing servicing requirements for each event

Requirements

What you’ll need

10+ years in the investment management industry
Broad knowledge of investment processes and operational topics
Knowledge of various investment strategies
Knowledge of custody operations
Knowledge of fund administration/accounting
Deep securities knowledge, including derivatives
Knowledge of operational infrastructure and security lifecycles
Excellent organizational, project planning and execution skills
Ability to prioritize and multitask under time constraints
Ability to lead client events and operational issues to consensus
Problem-solving skills to understand client objectives and develop effective solutions
Strong business judgment and risk awareness
Ability to synthesize complex issues and balance competing objectives
Exceptional communication skills
Ability to thrive in a team environment
Ability to develop and maintain professional relationships with clients, other functions and offices

Benefits

Comp & perks

Discretionary Corporate Bonus and/or Incentives, if eligible
Retirement plan
Health and wellbeing coverage
Dental coverage
Vision coverage
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off, including leave of absence, paid holidays, volunteer, sick and vacation time
Flexible work environment with remote work 1 day a week