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

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

Demonstrates extensive experience in developing strategic engagement plans and building relationships with key stakeholders in the investment industry. Possesses strong technical acumen in investment strategies and exceptional communication skills to articulate complex concepts effectively.

Highest-signal resume keywords

Investment DepthStrategic Engagement PlanningCross-Functional ExecutionProject ManagementCFA or MBA

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

Investment ConceptsPortfolio ConstructionManager Evaluation FrameworksRFP ManagementDue-Diligence ActivitiesMarket Feedback AnalysisCompetitive IntelligenceAlternative Investment CapabilitiesClient Retention StrategiesPresentation Skills

Soft Skills

Intellectual RigorCommercial JudgmentTrust BuildingCollaborationResults-Oriented Mindset

Certifications & Qualifications

CFAMBAFINRA Series 7FINRA Series 63

Industry Keywords

OCIO ProvidersConsultant RelationshipsBusiness DevelopmentInvestment StrategiesRemote Work ExperienceWestern RegionPortfolio ManagementField OfficesDecision MakersAdvisory Businesses

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 region of the US
Build multi-level relationships across research teams, field offices, OCIO teams, senior leadership, and other decision makers
Build conviction in Wellington’s strategies and articulate differentiated outcomes, portfolio roles, and implementation considerations
Develop deep knowledge of organizations’ business strategies, client bases, portfolio construction approaches, decision-making processes, and manager evaluation frameworks
Operate within a team-based coverage model alongside Consultant Relations Managers and internal partners
Partner with Portfolio Management, Product Management, Business Development, and Relationship Management colleagues
Coordinate coverage and position Wellington’s traditional and alternative investment capabilities
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 other 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
Ability to drive cross-functional execution
Entrepreneurial, self-starting approach
Strong results-oriented mindset and ability to identify opportunities and advance initiatives to completion
Strong project-management and time-management capabilities
Candidates seeking a remote arrangement should have prior remote work experience
A CFA, MBA, or other advanced degree is strongly preferred
FINRA Series 7 and 63 licenses, or the ability to obtain them, in accordance with firm policy

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
Remote work flexibility 1 day a week