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

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in investment management, operational risk management, and project execution, with a strong focus on client relationship management and effective communication. Capable of synthesizing complex issues and leading cross-functional teams to achieve operational objectives.

Highest-signal resume keywords

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

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Operational Risk ManagementFund AdministrationSecurities KnowledgeDerivatives KnowledgeInvestment Strategies Knowledge

Soft Skills

Organizational SkillsProblem-Solving SkillsAbility To PrioritizeMultitasking AbilityBusiness Judgment

Industry Keywords

Client Lifecycle EventsOperational InfrastructureTransition ManagementAsset-In-Kind FlowsCross-Functional Coordination

About the role

Key responsibilities & impact

Oversee planning, coordination, and oversight of client and fund lifecycle events
Oversee transition and operational events for Wellington’s sponsored fund ranges
Manage operational aspects of 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 to execute risk-managed transition events
Coordinate internal cross-functional stakeholders and communicate externally with clients, transition managers, custodian banks, third-party accounting agents, outsourcing providers, and vendors
Evaluate event complexity, special requirements, and risks
Consider ongoing servicing requirements and adjust strategy and execution according to client needs and internal policies

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 and bring parties 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 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