Consultant Relations Manager

Wellington Management

. Develop and execute strategic engagement and growth plans for priority consultant relationships, leading OCIO providers, and select OCIO search firms .

Posted 10/23/2026full-timeUnited StatesSeniorLead💰 $120,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in developing strategic engagement plans and building relationships with key stakeholders in the investment industry. Possesses strong technical acumen in investment concepts and strategies, along with exceptional communication and project management skills.

Highest-signal resume keywords

Strategic Engagement PlanningInvestment Concepts UnderstandingRelationship ManagementProject ManagementFINRA Series 7 And 63 Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment DepthPortfolio ConstructionDecision-Making ProcessesManager Evaluation FrameworksMarket Feedback AnalysisRFP ManagementDue-Diligence ActivitiesCross-Functional Execution

Soft Skills

Intellectual RigorCommercial JudgmentCredibility EstablishmentCollaborationResults-Oriented Approach

Certifications & Qualifications

FINRA Series 7FINRA Series 63CFAMBA

Industry Keywords

OCIO ProvidersConsultant RelationshipsClient RetentionCompetitive IntelligencePortfolio ManagementProduct ManagementBusiness Development

About the role

Key responsibilities & impact

Develop and execute strategic engagement and growth plans for priority consultant relationships, leading OCIO providers, and select OCIO search firms
Serve as primary contact for key organizations with a presence in the Western U.S. region
Build multi-level relationships across research teams, field offices, OCIO teams, senior leadership, and other decision makers
Build conviction in Wellington’s strategies by articulating differentiated outcomes, portfolio roles, and implementation considerations
Develop knowledge of organizations’ business strategies, client bases, portfolio construction approaches, decision-making processes, and manager evaluation frameworks
Collaborate within a team-based coverage model with Consultant Relations Managers and internal partners
Partner with Portfolio Management, Product Management, Business Development, and Relationship Management colleagues
Establish new pathways for growth with strategically important consultants and advisory businesses
Lead strategy reviews, product introductions, platform approval processes, RFPs, finalist presentations, portfolio reviews, and due-diligence activities
Translate research support and relationships into searches, platform placements, recommendations, new mandates, and client retention
Provide structured market feedback and competitive intelligence to internal teams
Represent Wellington through meetings, conferences, and targeted outreach

Requirements

What you’ll need

At least 8–10 years of relevant industry experience
Significant technical acumen, including investment depth and understanding of investment concepts and strategies across asset classes
Intellectual rigor and strong commercial judgment
Ability to establish credibility and build trust with internal and external stakeholders
Exceptional written, verbal, and presentation skills
Ability to translate complex investment strategies into clear portfolio roles and use cases
Highly collaborative operating style and ability to work independently and drive cross-functional execution
Entrepreneurial, self-starting, and results-oriented approach
Strong project-management and time-management capabilities
Candidates seeking a remote arrangement should have prior remote work experience
FINRA Series 7 and 63 licenses, or ability to obtain them, in accordance with firm policy
CFA, MBA, or other advanced degree strongly preferred

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