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Latin American Relationship Manager – Americas Institutional Group
Wellington Management. Independently and proactively lead client and distribution-partner engagements across Latin America .
About the role
Key responsibilities & impact- Independently and proactively lead client and distribution-partner engagements across Latin America
- Develop deep understanding of client investment objectives, decision-making structures, portfolio review needs, servicing expectations, and escalation matters
- Serve as central point of contact across institutional relationships, distribution partners, platforms, and regional stakeholders
- Lead senior-level investment dialogue and respond to client inquiries across fixed income, equity, multi-asset, and asset allocation portfolios
- Build trusted relationships and represent client priorities across the firm
- Partner with Business Development Managers on shared accounts
- Support client retention, defense strategies, and cross-selling opportunities
- Drive follow-through on business development priorities and client commitments
- Identify relationship risks, evolving client priorities, regional market trends, and business development opportunities
- Coordinate complex operational requirements, including distribution agreement setup, due diligence, trade issues, payment inquiries, fund servicing, and platform inquiries
- Support onboarding new accounts, processing cash flows, and addressing client issues
- Maintain compliance with legal, regulatory, contractual, and firm requirements
- Manage training, knowledge sharing, servicing commitments, and contractual obligations for strategic clients
- Coordinate internal stakeholders and maintain accountability for client deliverables and timely issue resolution
- Identify opportunities to improve regional servicing workflows
- Support process improvement initiatives
- Share regional knowledge and insights to strengthen account coverage and team effectiveness
- Contribute to an inclusive culture and serve as a role model to the broader team
Requirements
What you’ll need- Experienced relationship management professional
- Broad investment knowledge
- Strong understanding of institutional client needs
- Ability to represent fixed income, equity, multi-asset, and asset allocation portfolios to clients
- Executive presence
- Strong written communication and presentation skills
- Ability to engage external audiences with credibility
- Fluency in written and spoken Spanish
- Willingness to travel up to 50% of the time across the region
- Ability to operate independently in a fast-paced environment
- Ability to manage multiple complex client relationships
- Ability to collaborate with Business Development, investment teams, Legal, Compliance, Operations, and other functional partners
- Proactivity, sound judgment, and willingness to learn and grow
- CFA, CAIA, or an advanced degree would be viewed favorably where relevant to the candidate profile
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 1 day a week